Holdun Family Office LLC

Holdun Family Office LLC (CRD# 300709) is a financial advisory firm headquartered in Miami, FL. They manage $99,950,479 in 52 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2125 Biscayne Blvd, Suite 324, Miami, FL 33137
https://www.holdunfamilyoffice.com/
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $1,922,125
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, PR, TX

Financial Advisors at Holdun Family Office LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Blank, financial advisor Miami FL
Michael A. Blank
CRD#: 2858364
2125 Biscayne Blvd, Suite 324, Miami, FL 33137

Michael Blank (CRD# 2858364) is an Investment Advisor Representative working at Holdun Family Office LLC in Miami, FL and has over 26 years of experience in the finance industry.

2
Giuseppe Mazzeo, financial advisor Miami FL
Giuseppe Mazzeo
CRD#: 2216136
2125 Biscayne Blvd, Suite 324, Miami, FL 33137

Giuseppe Mazzeo (CRD# 2216136) is an Investment Advisor Representative working at Holdun Family Office LLC in Miami, FL and has over 18 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