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HOLISTIC CAPITAL

CRD 332028

Visit website

68 HARRISON AVE, STE 605 PMB, BOSTON, MA, 02111, United States

Phone

954-459-1724

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Subscription fees

Org form

Limited Liability Company

Filing date

2024-12-25

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)ALTERNATIVE INVESTMENTS

All web addresses on file

Official SEC filing: View on IAPD