Holleyjo Wealth Advisors
Holleyjo Wealth Advisors (CRD# 307642) is a financial advisory firm headquartered in , . They manage $5,908,834 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Holleyjo Wealth Advisors
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts29ACCOUNTS
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Average Account Value$203,753
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Holleyjo Wealth Advisors
1
Anthony Poehling (CRD# 4802622) is an Investment Advisor Representative working at Holleyjo Wealth Advisors in Edina, MN and has over 9 years of experience in the finance industry.
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