Holistic Planners

Holistic Planners (CRD# 170933) is a financial advisory firm headquartered in Washington, DC. They manage $15,460,467 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
641 S Street, Washington, DC 20001
http://www.holisticplanners.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $343,566
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD

Financial Advisors at Holistic Planners
Showing 1 - 1 of 1 top financial advisors.
1
Demetrius Felder, financial advisor Washington DC
Demetrius S. Felder
CRD#: 3026253
641 S Street, Washington, DC 20001

Demetrius Felder (CRD# 3026253) is an Investment Advisor Representative working at Holistic Planners in Washington, DC and has over 25 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.

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