Overview
Assets Under Management: $1.0 billion
Headquarters: KATONAH, NY
High-Net-Worth Clients: 416
Average Client Assets: $3 million
Frequently Asked Questions
HOLLOW BROOK WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145521), HOLLOW BROOK WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
HOLLOW BROOK WEALTH MANAGEMENT LLC is headquartered in KATONAH, NY.
HOLLOW BROOK WEALTH MANAGEMENT LLC serves 416 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, HOLLOW BROOK WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HOLLOW BROOK WEALTH MANAGEMENT LLC manages $1.0 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, HOLLOW BROOK WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 416
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 456
Discretionary Accounts: 390
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 145521
Last Filing Date: 2024-03-29 00:00:00
Website: https://hbwmllc.com