Holyoak Wealth Management, LLC
Holyoak Wealth Management, LLC (CRD# 170868) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $12,704,598 in 77 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts77ACCOUNTS
Average Account Value$164,995
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jon-paul Holyoak (CRD# 3123115) is an Investment Advisor Representative working at Holyoak Wealth Management, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.