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Mark Aaron Hollis

CENTERFIELD MANAGEMENT III, INC·INDIANAPOLIS, Indiana
Clean recordCENTERFIELD MANAGEMENT III, INC
10 W. MARKET STREET, SUITE 3000, INDIANAPOLIS, IN 46204-2940CRD# 5058221Firm CRD# 161504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Aaron Hollis · INDIANAPOLIS, IN
Registration
CRD #5058221 · CENTERFIELD MANAGEMENT III, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Aaron Hollis is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with CENTERFIELD MANAGEMENT III, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CENTERFIELD MANAGEMENT III, INC
CENTERFIELD CAPITAL PARTNERS
AUM
$144M
Regulatory assets under management
Employees
13
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5058221
Firm CRD# 161504
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05

Frequently Asked Questions

What services does Mark Aaron Hollis offer?
Mark Aaron Hollis specializes in Retirement Planning. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Mark Aaron Hollis's credentials?
Mark Aaron Hollis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Aaron Hollis located?
Mark Aaron Hollis is based in INDIANAPOLIS, Indiana, working with CENTERFIELD MANAGEMENT III, INC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Mark Aaron Hollis charge for services?
Mark Aaron Hollis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTERFIELD MANAGEMENT III, INC?
CENTERFIELD MANAGEMENT III, INC has approximately 13 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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