HOLDUN FAMILY OFFICE LLC

2125 Biscayne Blvd
Suite 324
Miami, Florida 33137
Tel: 561-373-3309

About HOLDUN FAMILY OFFICE LLC

HOLDUN FAMILY OFFICE LLC, formally registered with the SEC as HOLDUN FAMILY OFFICE LLC. The firm was established in 04/23/2019. They have over 1 offices throughout the country.

HOLDUN FAMILY OFFICE LLC is a Miami, Florida based Financial Planning firm with nearly $114,531,871 assets under management, offering retirement planning & investment advisory services to 48 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300709
SEC#	801-115046
Assets Managed by Firm	$114,531,871
No. of Clients	48
No. of Advisors	4

Fee Structure

A percentage of AUM
Other (MINIMUM FIXED FEE PAYABLE QUARTERLY)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	48	$114,531,871
High net worth individuals	15	$17,582,971
Corporations or other businesses	16	$55,588,563

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