HOLISTIC WEALTH ADVISORS of CLIFTON PARK, NY is an SEC-registered investment adviser (CRD 332918). Regulatory assets under management: $278.7M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jeffrey Spencer Sargent | CHIEF COMPLIANCE OFFICER | — |
| Stacy Ann Clifford | MANAGING MEMBER/OWNER | — |
| SARGENT JEFFREY SPENCER | CHIEF COMPLIANCE OFFICER | — |
| CLIFFORD STACY ANN | MANAGING MEMBER/OWNER | — |
| Lakshmi Nagarajan | OPERATIONS MANAGER | — |