HOLISTIC FINANCIAL PARTNERS, LLC

9959 Crosspoint Boulevard
Indianapolis, Indiana 46256
Tel: 317-550-3400

About HOLISTIC FINANCIAL PARTNERS, LLC

HOLISTIC FINANCIAL PARTNERS, LLC, formally registered with the SEC as HOLISTIC FINANCIAL PARTNERS, LLC. The firm was established in 04/17/2014. They have over 1 offices throughout the country.

HOLISTIC FINANCIAL PARTNERS, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $343,027,935 assets under management, offering retirement planning & investment advisory services to 761 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170913
SEC#	801-79580
Assets Managed by Firm	$343,027,935
No. of Clients	761
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	761	$343,027,935
Individuals (other than high net worth individuals)	680	$155,003,246
High net worth individuals	81	$188,024,689

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