HOLLENCREST CAPITAL MANAGEMENT

100 Bayview Circle
Suite 500
Newport Beach, California 92660-8903
Tel: 949-737-7700

About HOLLENCREST CAPITAL MANAGEMENT

HOLLENCREST CAPITAL MANAGEMENT, formally registered with the SEC as HOLLENCREST CAPITAL MANAGEMENT. The firm was established in 10/02/1998. They have over 1 offices throughout the country.

HOLLENCREST CAPITAL MANAGEMENT is a Newport Beach, California based Financial Planning firm with nearly $2,369,923,423 assets under management, offering retirement planning & investment advisory services to 1074 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	46217
SEC#	801-55904
Assets Managed by Firm	$2,369,923,423
No. of Clients	1074
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (FEES RELATED TO REAL ESTATE DEALS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1074	$2,369,923,423
Individuals (other than high net worth individuals)	225	$84,384,707
High net worth individuals	217	$2,107,060,237
Pension and profit sharing plans	Fewer than 5 clients	$7,318,378
Charitable organizations	6	$86,583,581
Corporations or other businesses	Fewer than 5 clients	$10,163,255

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