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Holistic Asset Management, LLC CRD 156789
$48.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
800 Brickell Ave Suite 502, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holistic Brokerage Inc | Panama City | 06/2015 | 09/2021 | |
| Holistic Brokerage Llc | Miami | FL | 09/2021 | Present |
| Holistic Asset Management, Llc | Miami | FL | 01/2023 | Present |
Holistic Brokerage Inc - Consultant - 07/01/2023 - Panama City, Panama - 40hrs/mo - 40hrs/mo during Business Hrs - No Business Related - consulting - administrative responsabilities - Fees Holistic Asset Management - CEO - 01/02/2023 - Miami Fl - 40hrs/mo - 40hrs/mo during Business Hrs - Yes Business Related - investment advisory - CEO - Salary Holistic Brokerage LLC - CEO - 12/07/2021 - Miami, FL - 40hrs/mo - 40hrs/mo during Business Hrs - Yes Business Related - CEO - CEO - Salary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-22 |
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