Holistic Financial Partners LLC
Legal Name: HOLISTIC FINANCIAL PARTNERS, LLC
Full Contact Details
Holistic Financial Partners LLC
9959 CROSSPOINT BOULEVARD, INDIANAPOLIS, IN
317-550-3400
317-550-3399
Other Info
Holistic Financial Partners LLC is a Limited Liability Company based in DE with 6 employees, 4 of whom work in advisory roles. The number of clients they serve is unknown but their SEC status is Approved, with registration dating back to April 17th, 2014.
Holistic Financial Partners | Financial Advisors | Divorce Financial Planner | CDFA
Financial Planning | Wealth Management | Divorce Financial Planner | CDFA | Pre & Post Divorce Guidance | No Fees for Pre-Divorce Planning Services
Direct Owners
-
ANDY JOHN ARMSTRONG
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JASON CHRISTOPHER LLEWELLYN
MEMBER owns 75% or more