HOLISTIC WEALTH ADVISORS

CLIFTON PARK, New York·2 registered advisors·CRD# 332918
SEC# 801-1315110518.357.3858
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HOLISTIC WEALTH ADVISORS

2 registered advisors
Jeffrey Spencer Sargent
CLIFTON PARK, New York
Stacy Ann Clifford
CLIFTON PARK, New York
05

Office Locations

CLIFTON PARK, New York
2 advisors

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Data sourced from SEC Form ADV filings. HOLISTIC WEALTH ADVISORS (CRD# 332918) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.