Overview
Assets Under Management: $234 million
Headquarters: CLIFTON PARK, NY
High-Net-Worth Clients: 115
Average Client Assets: $994,139
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.79
Average High-Net-Worth Client Assets: $994,139
Total Client Accounts: 1,097
Discretionary Accounts: 1,097
Regulatory Filings
CRD Number: 332918
Filing ID: 1987387
Last Filing Date: 2025-05-05 12:45:00
Website: https://holisticwealthadvisors.com