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
http://www.aeolusfinancial.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Aeolus Financial
Showing 1 - 1 of 1 top financial advisors.
1
Robert Holzbach, financial advisor Winthrop MA
Robert W. Holzbach
CRD#: 4726566
Winthrop, MA

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals