HOLISTIC FINANCIAL PARTNERS, LLC
Tel: 317-550-3400 9959 Crosspoint Boulevard Indianapolis, Indiana 46256
About HOLISTIC FINANCIAL PARTNERS, LLC
HOLISTIC FINANCIAL PARTNERS, LLC is a Indianapolis, Indiana based financial advisory firm with nearly $343,027,935 in assets under management and provides investment advisory services for 761 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
170913
Firm SEC#:
801-79580
Assets Under Management:
$343,027,935
No. of Clients:
761
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
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