Aeolus Financial
Aeolus Financial (CRD# 135276) is a financial advisory firm headquartered in , . They manage $27,000,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Aeolus Financial
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$3,857,143
Compensation Options
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Aeolus Financial
1
Robert Holzbach (CRD# 4726566) is an Investment Advisor Representative working at Aeolus Financial in Winthrop, MA and has over 21 years of experience in the finance industry.
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