Holistic Capital
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 332028
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Holistic Capital operates as a Limited Liability Company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a personalized approach to investment management, catering to the unique needs of its clients. While it does not classify itself as an active ESG investor, Holistic Capital engages in a range of investment activities, including the allocation to various asset classes and alternative investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Juan Garcia
CEOCRD 5852036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 68 Harrison Ave
- Time zone
- ET (UTC-5)
- Office locations
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