Holistic Brokerage, LLC

Overview

Holistic Brokerage, LLC is organized as a limited liability company with ownership identified as a combination of a domestic entity and an individual. The firm's internal classification is recorded as "Unclassified" in the source data, and no business descriptions, advisory activities, or fee arrangements are provided. The firm's profile in the dataset flags several negative responses for common advisory attributes: it is not listed as a capital allocator, it does not identify as an ESG investor, it is not described as a multi-state adviser, and it is not recorded as a pension consultant or related adviser. Those entries, together with the lack of supplied activity detail, leave the firm's business model and client focus unclear from the available information.

Assets & Accounts

Location & Offices