HOLISTIC FINANCIAL PARTNERS, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 170913). Regulatory assets under management: $444.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Andy John Armstrong | CHIEF COMPLIANCE OFFICER | — |
| Jason Christopher Llewellyn | MEMBER | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| ARMSTRONG ANDY JOHN | CHIEF COMPLIANCE OFFICER | — |
| LLEWELLYN JASON CHRISTOPHER | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MEMBER; MEMBER | — |
| HAJEK DAVID HAROLD | MANAGING MEMBER / PRESIDENT | — |
| MADDOX ROBERT LYTTON | CHIEF COMPLIANCE OFFICER | — |