Hollingsworth, Lee W

Overview

Hollingsworth, Lee W is organized as a corporation with an individual owner and operates at the intersection of brokerage, insurance distribution, and advisory work. The firm provides financial planning and portfolio management services aimed at individuals and small businesses. It charges both a percentage-of-AUM fee and fixed fees. Hollingsworth, Lee W is not identified as an ESG investor, is not a multi-state adviser, and is not described as a capital allocator or pension consultant in the available data. Business activities recorded for Hollingsworth, Lee W include broker-dealer and insurance broker functions, which suggests a mix of transactional product distribution alongside ongoing advisory relationships. The adviser classification is listed as unclassified and its SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives