Zachary Alan Geist

Managing MemberHolistic Finance LLCCRD 4385986

About Zachary Alan Geist

Zachary Alan Geist is listed as Managing Member at Holistic Finance LLC. Form ADV reports a beneficial ownership band of Over 75%.

Owns Over 75% of Holistic Finance LLC

Ownership band reported on Form ADV Schedule A

Where does Zachary Alan Geist work?

Zachary Alan Geist is listed as Managing Member at Holistic Finance LLC on SEC Form ADV.

How much of Holistic Finance LLC does Zachary Alan Geist own?

Form ADV reports a beneficial ownership band of Over 75%.