HOLLOW BROOK WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2008

Total AUM

$1.4B

Discretionary

$833M

61% of AUM

Avg account

$2.3M

Accounts

603

Employees

Advisory reps

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

FINTRX

Overview

Hollow Brook Wealth Management LLC is an independent, SEC-registered RIA that has been active since 2008 and is owned by an individual principal. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory menu spans financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, selection of outside advisers, and client education through newsletters and seminars. Hollow Brook charges a mix of percentage-of-AUM fees, fixed fees and performance-based fees. It does not identify as an active ESG investor.