Hollencrest Capital Management
Hollencrest Capital Management (CRD# 46217) is a financial advisory firm headquartered in Newport Beach, CA. They manage $2,054,432,885 in 965 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management2,054MILLION
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Total Number of Accounts965ACCOUNTS
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Average Account Value$2,128,946
- 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
Zachary Staggs (CRD# 5977346) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 12 years of experience in the finance industry.
Robert Wolford (CRD# 1336627) 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.
Kyle Fincher (CRD# 7589623) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has 1 year of experience in the finance industry.
Shawn Kim (CRD# 6802198) is an Investment Advisor Representative working at Hollencrest Capital Management in Newport Beach, CA and has over 2 years of experience in the finance industry.