Holistic Brokerage, LLC

Overview

Holistic Brokerage, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 1999. The firm is identified as a domestic entity with individual ownership and is classified in the dataset as unclassified rather than under a standard advisory subtype. The firm reports minimal public detail about its business model. Snapshot fields for client types, fee structure, and advisory activities are blank, and the firm has not supplied information about its business activities or affiliations. Available metadata flags the firm as not serving as a capital allocator, not active on ESG, not a pension consultant, not a related adviser, and not designated a multistate adviser according to the dataset.

Assets & Accounts

Location & Offices