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Holistic View Financial, LLC
HOLISTIC VIEW FINANCIAL, LLC is a state-registered investment adviser with $33 million in regulatory assets under management. The firm has 2 employees and 1...
Overview
HOLISTIC VIEW FINANCIAL, LLC is a state-registered investment adviser with $33 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Holistic View Financial?
No named investment professionals have been publicly identified. The firm does not disclose its leadership team either via a website or LinkedIn presence.
Which sectors does Holistic View Financial explicitly avoid?
No sector restrictions have been stated publicly. The firm has not communicated any ethical or sector-based exclusion criteria.
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