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Caroline Jennings Holloway

HOLLOWAY WEALTH MANAGEMENT, LLC·GAINESVILLE, Florida
Series 24, Series 26, Series 7, Series 6, Series 65, Series 66, Series 63CFPClean recordHOLLOWAY WEALTH MANAGEMENT, LLC
5225 SW 91ST TERRACE, GAINESVILLE, FL 32608CRD# 2416530Firm CRD# 138146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Caroline Jennings Holloway · GAINESVILLE, FL
Registration
CRD #2416530 · HOLLOWAY WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Caroline Jennings Holloway is a registered financial advisor based in GAINESVILLE, Florida, affiliated with HOLLOWAY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HOLLOWAY WEALTH MANAGEMENT, LLC
HOLLOWAY WEALTH MANAGEMENT, LLC
AUM
$375M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HOLLOWAY WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2416530
Firm CRD# 138146
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Caroline Jennings Holloway offer?
Caroline Jennings Holloway specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GAINESVILLE, Florida for a consultation.
What are Caroline Jennings Holloway's credentials?
Caroline Jennings Holloway holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Caroline Jennings Holloway located?
Caroline Jennings Holloway is based in GAINESVILLE, Florida, working with HOLLOWAY WEALTH MANAGEMENT, LLC. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.
How does Caroline Jennings Holloway charge for services?
Caroline Jennings Holloway's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOLLOWAY WEALTH MANAGEMENT, LLC?
HOLLOWAY WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOLLOWAY WEALTH MANAGEMENT, LLC

Samuel Norris Holloway
GAINESVILLE, FL

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Research
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