Be advised. This firm is no longer registered.

Holly Street Wealth Advisors

Holly Street Wealth Advisors (CRD# 167343) is a financial advisory firm headquartered in Pasadena, CA. They manage $144,742,000 in 526 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $275,175
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NJ, NY, TX, UT

Financial Advisors at Holly Street Wealth Advisors
No Advisor Found.
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