Overview
Assets Under Management: $206 million
Headquarters: GAINESVILLE, FL
High-Net-Worth Clients: 113
Average Client Assets: $1.4 million
Frequently Asked Questions
HOLLOWAY 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 #138146), HOLLOWAY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HOLLOWAY WEALTH MANAGEMENT, LLC is headquartered in GAINESVILLE, FL.
HOLLOWAY WEALTH MANAGEMENT, LLC serves 113 high-net-worth clients according to their SEC filing dated February 23, 2018. View client details ↓
According to their SEC Form ADV, HOLLOWAY WEALTH MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
HOLLOWAY WEALTH MANAGEMENT, LLC manages $206 million in client assets according to their SEC filing dated February 23, 2018.
According to their SEC Form ADV, HOLLOWAY WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.27%
Average Client Assets: $1.4 million
Total Client Accounts: 618
Discretionary Accounts: 618
Regulatory Filings
CRD Number: 138146
Filing ID: 1179075
Last Filing Date: 2018-02-23 14:16:00