HOLISTIC FINANCIAL PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$444,594,951
Discretionary
$444,594,951
Non-discretionary
$0
Firm details
- CRD number
- 170913
- SEC file number
- 801-79580
- Main office
- INDIANAPOLIS, IN, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of May 2026.