Holistic Brokerage, LLC

Overview

Holistic Brokerage, LLC is organized as a limited liability company and has been SEC-registered since 1999. FINTRX classifies the firm as unclassified; its owner type is listed as a mix of a domestic entity and an individual. The profile flags several operational attributes: it is not identified as a capital allocator, it does not report being an active ESG investor, it is not designated a multi-state adviser, and it is not listed as a pension consultant or related adviser. FINTRX does not include additional detail on advisory models, fee schedules, or specific business lines for the firm.

Location & Offices