HOLISTIC-SOLUTIONS

HOLISTIC-SOLUTIONS is an SEC-registered investment adviser (CRD 300370).

Registration

• CRD: 300370
• Type: Registered investment adviser
• Phone: 310-403-7624
• Latest filing: 2026-06-03
• Clients: 1

Business model

Compensation: Hourly, Fixed, Commissions.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300370 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search