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, individual-owned registered investment adviser that has been SEC-registered since 2008. The firm acts as a capital allocator for both individual and institutional clients and combines financial planning with portfolio management services for individuals, small businesses and institutions. Its advisory menu includes selection of other advisers, publication of periodicals or newsletters, and delivery of educational seminars and workshops. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Hollow Brook reports that it is not an active ESG investor and is not organized as a multi-state adviser.