Overview
Assets Under Management: $167 million
Headquarters: KENNETT SQUARE, PA
High-Net-Worth Clients: 85
Average Client Assets: $1 million
Frequently Asked Questions
HOLOS INTEGRATED WEALTH, 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 #329884), HOLOS INTEGRATED WEALTH, LLC is subject to fiduciary duty under federal law.
HOLOS INTEGRATED WEALTH, LLC is headquartered in KENNETT SQUARE, PA.
HOLOS INTEGRATED WEALTH, LLC serves 85 high-net-worth clients according to their SEC filing dated May 28, 2024. View client details ↓
According to their SEC Form ADV, HOLOS INTEGRATED WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
HOLOS INTEGRATED WEALTH, LLC manages $167 million in client assets according to their SEC filing dated May 28, 2024.
According to their SEC Form ADV, HOLOS INTEGRATED WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.63
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 550
Discretionary Accounts: 550
Regulatory Filings
CRD Number: 329884
Last Filing Date: 2024-05-28 00:00:00
Website: http://www.linkedIn.com/in/david-matulewicz-916047113