Hollencrest Capital Management

Hollencrest Capital Management (CRD# 46217) is a financial advisory firm headquartered in Newport Beach, CA. They manage $1,165,200,884 in 455 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,165
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $2,560,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NV, TX

Financial Advisors at Hollencrest Capital Management
Showing 1 - 7 of 7 top financial advisors.
1
Dale V. Sefarian
CRD#: 1288019
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
93
Wealthminder
score

Dale Sefarian (CRD# 1288019) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 32 years of experience in the finance industry.

2
Sean S. Lee
CRD#: 6120721
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
88
Wealthminder
score

Sean Lee (CRD# 6120721) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has 1 year of experience in the finance industry.

3
Michelle E. Noe
CRD#: 6362113
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
87
Wealthminder
score

Michelle Noe (CRD# 6362113) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has 1 year of experience in the finance industry.

4
Robert B. Wolford
CRD#: 1336627
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
86
Wealthminder
score

Robert Wolford (CRD# 1336627) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 28 years of experience in the finance industry.

5
Gregory P. Pellizzon
CRD#: 712667
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
83
Wealthminder
score

Gregory Pellizzon (CRD# 712667) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 31 years of experience in the finance industry.

6
Peter J. Pellizzon
CRD#: 1236771
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
83
Wealthminder
score

Peter Pellizzon (CRD# 1236771) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 29 years of experience in the finance industry.

7
Zachary J. Staggs
CRD#: 5977346
100 Bayview Circle, Suite 500, Newport Beach, CA 92660
70
Wealthminder
score

Zachary Staggs (CRD# 5977346) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 4 years of experience in the finance industry.

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