Hollow Brook Wealth Management LLC
Firm details
- Headquarters
- Katonah, New York
- CRD number
- 145521
- Registered since
- January 8, 2008
- Website
- www.hollowbrookllc.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI92.22%
- Corporations / Businesses3.79%
- Charitable Organizations2.59%
- Individuals1.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hollow Brook Wealth Management LLC is an independent, individual-owned registered investment adviser that registered with the SEC in 2008. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational offerings such as published materials and workshops. Fee arrangements include percentage-of-AUM billing alongside fixed fees and performance-based fees. Hollow Brook does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds36%
- Exchange Traded Equities34%
- Cash & Cash Equivalents14%
- US Government Bonds9%
- Public Funds/Mutual Funds7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$383M in ETFs
99%
$379M
1%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $174M | 1,729,663 | 45.49% |
Location
Katonah, NY
Westchester
Location
Katonah, NY
Headquartered in Katonah, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 152 Bedford Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Atwob
RIAKatonah, NY
Paul M Williams LLC
RIAKatonah, NY
Oribel Capital Management, LP
RIANew York, NY
Next Level Private LLC
RIAHarrison, NY
Onyx Bridge Wealth Group LLC
RIATarrytown, NY
Arcadia Investment Partners
RIANew York, NY