Holyoak Wealth Management, LLC

Holyoak Wealth Management, LLC (CRD# 170868) is a financial advisory firm headquartered in , . They manage $10,278,880 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $205,578
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Holyoak Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jon-paul Holyoak, financial advisor Scottsdale AZ
Jon-paul Holyoak
CRD#: 3123115
Scottsdale, AZ

Jon-paul Holyoak (CRD# 3123115) is an Investment Advisor Representative working at Holyoak Wealth Management, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry.

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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