HOLISTIC VIEW FINANCIAL, LLC

HOLISTIC VIEW FINANCIAL, LLC is an SEC-registered investment adviser (CRD 288975). Regulatory assets under management: $33.5M.

Registration

• CRD: 288975
• Type: Registered investment adviser
• Phone: 617-971-8395
• Latest filing: 2026-03-26
• Regulatory AUM: $33.5M
• Discretionary AUM: $33.5M
• Clients: 2
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288975 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search