Hollow Brook Wealth Management LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$833M

61% of AUM

Avg account

$2.3M

Accounts

603

Employees

Advisory reps

Firm details

Headquarters: Katonah, New York
CRD number: 145521
Registered since: January 8, 2008
Website: www.hollowbrookllc.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI92.22%
Corporations / Businesses3.79%
Charitable Organizations2.59%
Individuals1.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hollow Brook Wealth Management LLC is an independent, individual-owned registered investment adviser that registered with the SEC in 2008. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational offerings such as published materials and workshops. Fee arrangements include percentage-of-AUM billing alongside fixed fees and performance-based fees. Hollow Brook does not identify as an active ESG investor.