Overview
Assets Under Management: $135 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 42
Average Client Assets: $2.4 million
Frequently Asked Questions
HOLLY STREET WEALTH ADVISORS 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 #167343), HOLLY STREET WEALTH ADVISORS is subject to fiduciary duty under federal law.
HOLLY STREET WEALTH ADVISORS is headquartered in PASADENA, CA.
HOLLY STREET WEALTH ADVISORS serves 42 high-net-worth clients according to their SEC filing dated September 10, 2018. View client details ↓
According to their SEC Form ADV, HOLLY STREET WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HOLLY STREET WEALTH ADVISORS manages $135 million in client assets according to their SEC filing dated September 10, 2018.
According to their SEC Form ADV, HOLLY STREET WEALTH ADVISORS 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: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.07%
Average Client Assets: $2.4 million
Total Client Accounts: 430
Discretionary Accounts: 430
Regulatory Filings
CRD Number: 167343
Filing ID: 1239897
Last Filing Date: 2018-09-10 18:06:00