Holistic Financial Partners, LLC
Holistic Financial Partners, LLC (CRD# 170913) is a financial advisory firm headquartered in Indianapolis, IN. They manage $343,027,935 in 761 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management343MILLION
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Total Number of Accounts761ACCOUNTS
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Average Account Value$450,759
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, IN, TX
Julie Dant (CRD# 4613744) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.
Mark Hildebrand (CRD# 5545392) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.
Mark Idzik (CRD# 6785467) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.
Jason Llewellyn (CRD# 4572238) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 21 years of experience in the finance industry.