Holistic View Financial, LLC

Holistic View Financial, LLC (CRD# 288975) is a financial advisory firm headquartered in , . They manage $20,114,316 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/sunilharpalani/
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $314,286
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.

MA

Financial Advisors at Holistic View Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sunil Harpalani, financial advisor Jamaica Plain MA
Sunil Harpalani
CRD#: 6818786
Jamaica Plain, MA

Sunil Harpalani (CRD# 6818786) is an Investment Advisor Representative working at Holistic View Financial, LLC in Jamaica Plain, MA and has over 7 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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