HOLISTIC CAPITAL

HOLISTIC CAPITAL of BOSTON, MA is an SEC-registered investment adviser (CRD 332028). This firm reports disciplinary history on Form ADV.

Registration

• CRD: 332028
• Type: Registered investment adviser
• Location: 68 HARRISON AVE, BOSTON, MA, 02111
• Phone: 954-459-1724
• Latest filing: 2024-12-25
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Subscription.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332028 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search