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Holistic Financial Partners, LLC

● SEC registered since 2014CRD 170913SEC# 801-79580Indianapolis, IN
Export (members)
Reg. AUM
$378M
Employees
6
Accounts
806
Location
Indianapolis, IN

Holistic Financial Partners, LLC assets under management

Holistic Financial Partners, LLC is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 2014. It reports $378 million in regulatory assets under management and employs 6 people.
www.holisticfinancialpartners.comView on SEC.gov ↗

Holistic Financial Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andy John ArmstrongChief Compliance OfficerUnder 5%2017
Jason Christopher Llewellyn ControlMemberOver 75%2015

Frequently asked questions

How much does Holistic Financial Partners, LLC manage?

Holistic Financial Partners, LLC reports $378 million in regulatory assets under management on its Form ADV.

How many employees does Holistic Financial Partners, LLC have?

Holistic Financial Partners, LLC reports 6 employees.

Where is Holistic Financial Partners, LLC located?

Holistic Financial Partners, LLC is based in Indianapolis, IN and has been SEC-registered since 2014.

Does Holistic Financial Partners, LLC disclose fund performance?

Holistic Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9959 Crosspoint Boulevard, Indianapolis, IN 46256
Phone317-550-3400
Fax317-550-3399
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$378M
Non-discretionary$0
Total (RAUM)$378M