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).
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Total Assets Under Management17MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$2,866,002
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
FL
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.
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.
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.