HOLISTIC FINANCIAL PARTNERS, LLC

INDIANAPOLIS, Indiana·3 registered advisors·CRD# 170913

SEC# 801-795800317-550-3400

01

Firm Overview

AUM

$343M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at HOLISTIC FINANCIAL PARTNERS, LLC

3 registered advisors

David Harold Hajek

INDIANAPOLIS, Indiana

Jason Christopher Llewellyn

INDIANAPOLIS, Indiana

Robert Lytton Maddox

INDIANAPOLIS, Indiana

05

Office Locations

INDIANAPOLIS, Indiana

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Data sourced from SEC Form ADV filings. HOLISTIC FINANCIAL PARTNERS, LLC (CRD# 170913) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.