Hollencrest Capital Management

Description

• Over the past 17 years, Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with approximately $2 billion in client assets. The firm specializes in serving very affluent clients, the majority of whom own and operate privately-held businesses. Clients typically hire Hollencrest when they realize that the highest and best use of their time is to focus on their businesses that created their wealth, and to let Hollencrest manage their wealth. Our job is not to make our clients wealthy; it is to keep them wealthy. In our 17 years of operation, we have worked tirelessly to improve the quality of service that we provide to our clients. In fact, our clients take great comfort in knowing that they have constant access to a dedicated team at the firm led by a Managing Director. They also know that the Hollencrest team that serves them today will be the same team that works with them in the years to come. We enjoy the same high level of retention among our employees as we enjoy with our clients. Our greatest expertise is creating relationships that help our clients and their families reach their financial and life-long goals. To us, success is measured not in dollars and cents but by the number of legacies we help to create. Hollencrest clients benefit from some of the industrys most innovative and unique wealth management ideas. Sound asset allocation (through diversification) is the key. Even beyond your portfolio, we bring a holistic approach to coordinating a full team of advisors, including CPAs, attorneys, risk managers, investment bankers, and other professionals.
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  Headquarters:100 Bayview Circle Suite 500, Newport Beach, California, United States

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  Phone Number: +1 949-737-7700

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  Website: https://www.hollencrest.com

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  Employees:11

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  Revenue:$10 - 50M

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  Legal Name:Hollencrest Capital Management

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• |  NAICS Code: 524126  |

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