Holly Street Wealth
Get Full AccessDescription
- An uncommonly thoughtful and service-oriented advisory firm.Collaborative as a multi-disciplinary team of Registered Investment Advisers (RIA), wealth managers, financial analysts, and business builders.Trusted as confidants with details of financial history to guarded family secrets to personal hopes and dreams.Experienced in providing well considered, integrated advice in an ever changing and increasingly complex investment environment.Committed to helping our clients simplify the world of investments and financial management so that they can preserve and build their wealth to more comfortably and freely live their lives.FIRM AND FOCUSFounded in 2013, Holly Street Wealth is an independent and privately held Registered Investment Advisor with the State of California Department of Business Oversight. We offer comprehensive wealth management solutions, strategic consulting services and financial planning for wealthy individuals and families as well as foundations.Four members of the core team have over 75 years of combined experience in providing management, investment advice and portfolio construction help to successful individuals, families and a variety of institutional investors including foundations and endowments in the US and in over a dozen countries.We believe in the importance of understanding each clients unique financial goals and risk and return profile. We pride ourselves on our commitment to personal service and customized solutions for our clients wealth management needs.BENEFITS / ADVANTAGES OF A BOUTIQUEBig firm experience but prefer boutique quality service.* Higher level of personal service* Solutions truly customized to client situations and needs* Increased frequency of communication to serve client preferences* Not confined or required to sell specific products* Greater flexibility, nimbleness and resulting responsiveness* Focused on value created and delivered, not margins and quotas
-
Headquarters:790 East Colorado Boulevard Suite 500, Pasadena, California, United States
More -
Phone Number: +1 818-649-7836
-
Website: https://www.hollystreetwealth.com
-
Employees:7
-
Revenue:$1 - 10M
-
Legal Name:Holly Street Wealth
-
Holly Street Wealth's Social Media
-
Is this data correct?
-
| NAICS Code: 523930 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Holly Street Wealth
-
Where are Holly Street Wealth's Headquarters?
Holly Street Wealth's Headquarters are in 790 East Colorado Boulevard Suite 500,Pasadena,California,United States
-
What is Holly Street Wealth's phone number?
Holly Street Wealth's phone number is +1 818-649-7836
-
What is Holly Street Wealth's official website?
Holly Street Wealth's official website is https://www.hollystreetwealth.com
-
What is Holly Street Wealth's Revenue?
Holly Street Wealth's revenue is $1 - 10M
-
What is Holly Street Wealth's NAICS code?
Holly Street Wealth's NAICS code is 523930
-
How many employees are working in Holly Street Wealth
Holly Street Wealth has 7 employees
-
What is Holly Street Wealth's Industry?
Holly Street Wealth is in the industry of Financial Services
-
Who is Holly Street Wealth's Vice President And Relationship Manager?
Holly Street Wealth's Vice President And Relationship Manager is Charles Coleman