Hollencrest Capital Management
Hollencrest Capital Management (CRD# 46217) is a financial advisory firm headquartered in Newport Beach, CA. They manage $2,369,923,423 in 1,074 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management2,370MILLION
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Total Number of Accounts1,074ACCOUNTS
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Average Account Value$2,206,633
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, NV, OR, TX, UT
Cameron Akers (CRD# 5669044) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 14 years of experience in the finance industry.
Christopher Duong (CRD# 5500089) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 15 years of experience in the finance industry.
Kelly Hong (CRD# 6606048) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 7 years of experience in the finance industry.
James Konon (CRD# 2386644) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 30 years of experience in the finance industry.
Sean Lee (CRD# 6120721) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 9 years of experience in the finance industry.
Susan Nakamura (CRD# 1708693) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 36 years of experience in the finance industry.
Gregory Pellizzon (CRD# 712667) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 38 years of experience in the finance industry.
Peter Pellizzon (CRD# 1236771) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 36 years of experience in the finance industry.
Michelle Petersen (CRD# 6362113) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 8 years of experience in the finance industry.
Dale Sefarian (CRD# 1288019) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 39 years of experience in the finance industry.