HOLISTIC BROKERAGE, LLC

Overview

Holistic Brokerage, LLC is organized as a limited liability company and has been registered with the SEC since 1999. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity/individual. The firm is not marked as a capital allocator and is not identified as an active ESG investor. Other flags in the record show it is not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX does not supply details on the firm’s advisory activities, fee structure, client base, or day-to-day business activities in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices