About HOLOS FINANCIAL, LLC
HOLOS FINANCIAL, LLC is a leading financial advisory firm that has been providing personalized financial services to clients for over 20 years. With a team of experienced and knowledgeable advisors, HOLOS FINANCIAL, LLC is able to provide sound financial guidance to clients from all walks of life.
Key Takeaways:
- HOLOS FINANCIAL, LLC offers personalized financial services to clients.
- The firm has been in business for over 20 years.
- A team of experienced and knowledgeable advisors help clients achieve their financial goals.
Facts and Insights
HOLOS FINANCIAL, LLC believes in staying up-to-date with the latest financial trends and regulations. They regularly conduct research and analysis to stay ahead of the curve and provide their clients with the best possible advice. The firm also believes in educating their clients, empowering them to make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
HOLOS FINANCIAL, LLC offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
HOLOS FINANCIAL, LLC serves clients from all backgrounds and stages of life. Their clients include:
- Individuals
- Families
- Businesses
- Retirees
- High net worth individuals
- Non-profit organizations
Fees & Compensation
HOLOS FINANCIAL, LLC believes in transparency when it comes to fees and compensation. They offer fee-based services, meaning they charge a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ and that they are working towards helping their clients grow their assets.
Background
The team at HOLOS FINANCIAL, LLC has extensive experience in the financial industry and holds various certifications and designations. They are committed to ongoing education and professional development to stay current with the ever-changing financial landscape. This enables them to provide their clients with the most up-to-date advice and solutions.
Financial Advisor Disclosures to Know
HOLOS FINANCIAL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means they are required to abide by strict regulations and have a fiduciary duty to act in their clients’ best interests. The firm has a clean record with no disciplinary actions or sanctions.