Be advised. This firm is no longer registered.

Holos Asset Management

Holos Asset Management (CRD# 142952) is a financial advisory firm headquartered in , . They manage $20,537,576 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.holosassetmanagement.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $373,410
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Holos Asset Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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