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HOLISTIC FINANCIAL PARTNERS, LLC

dba HOLISTIC FINANCIAL PARTNERS, LLC · CRD 170913 · Registered Investment Adviser

HOLISTIC FINANCIAL PARTNERS, LLC is a Registered Investment Adviser headquartered in INDIANAPOLIS, IN. The firm reports $444,594,951 in regulatory assets under management across 862 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$444,594,951
Non-discretionary$0
Total RAUM$444,594,951
Accounts862

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 170913. adviserinfo.sec.gov/firm/summary/170913.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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