Holistic Asset Management, LLC

Holistic Asset Management, LLC (CRD# 156789) is a financial advisory firm headquartered in Miami, FL. They manage $17,196,014 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
800 Brickell Ave, Suite 502, Miami, FL 33131
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $2,866,002
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Holistic Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jorge Angel Harker, financial advisor Madrid
Jorge Angel Harker
CRD#: 7015433
Madrid,

Jorge Angel Harker (CRD# 7015433) is an Investment Advisor Representative working at Holistic Asset Management, LLC in Madrid, and has 1 year of experience in the finance industry.

2
Andres Barzilai Sordo, financial advisor Montevideo
Andres Barzilai Sordo
CRD#: 6431942
Ruta 8 Km 17,500 - Zonamerica, Edificio @2 Oficina 305, Montevideo, 91600

Andres Barzilai Sordo (CRD# 6431942) is an Investment Advisor Representative working at Holistic Asset Management, LLC in Montevideo, and has 1 year of experience in the finance industry.

3
Gonzalo Maciel Perroni, financial advisor Miami FL
Gonzalo E. Maciel Perroni
CRD#: 7319656
800 Brickell Ave, Suite 502, Miami, FL 33131

Gonzalo Maciel Perroni (CRD# 7319656) is an Investment Advisor Representative working at Holistic Asset Management, LLC in Miami, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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