HOLOS INTEGRATED WEALTH
Tel: 484-893-4599 224 East Street Rd. Office B2ab Kennett Square, Pennsylvania 19348
About HOLOS INTEGRATED WEALTH
HOLOS INTEGRATED WEALTH is a Kennett Square, Pennsylvania based financial advisory firm with nearly $167,000,000 in assets under management and provides investment advisory services for 550 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
329884
Firm SEC#:
801-129668
Assets Under Management:
$167,000,000
No. of Clients:
550
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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