Holistic Brokerage, LLC

Overview

Holistic Brokerage, LLC is organized as a limited liability company and has been registered with the SEC since 1999. Publicly available profile fields list the firm as "unclassified" and indicate ownership by a domestic entity alongside an individual. The firm’s profile does not describe a clear investment mandate or list specific advisory activities. Available metadata flags that Holistic Brokerage is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Location & Offices