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Holistic Planners
HOLISTIC PLANNERS is a state-registered investment adviser in WASHINGTON, DC. The firm manages $14 million in regulatory assets under management on a...
Overview
HOLISTIC PLANNERS is a state-registered investment adviser in WASHINGTON, DC. The firm manages $14 million in regulatory assets under management on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Where is Holistic Planners headquartered?
The location of Holistic Planners is not publicly known. No headquarters city, country, or address has been confirmed in any credible source.
Does Holistic Planners invest directly or through funds?
There is no public evidence of Holistic Planners making direct investments or fund commitments. Its investment vehicle preferences remain unknown.
What sectors does Holistic Planners focus on?
No sector focus has been publicly disclosed for Holistic Planners. Sector tags cannot be assigned without observable portfolio activity.
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