SEC CRD #801-79580
Our strategic planning and investment management ensures your financial security through every life change. high-asset divorces, retirement planning, executive ... A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment ... Holistic Financial Partners, LLC is a registered investment advisory firm. Established in 2014 and based in Indianapolis, IN,
ANDY ARMSTRONG
CHIEF COMPLIANCE OFFICER
📞 (317) 550-3400
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$445M
Location
INDIANAPOLIS, IN
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.