HOLLENCREST CAPITAL MANAGEMENT, LLC

HOLLENCREST CAPITAL MANAGEMENT
NEWPORT BEACH, California·7 registered advisors·CRD# 46217
SEC# 801-559040949-737-7700
01

Firm Overview

AUM
$2.4B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: FEES RELATED TO REAL ESTATE DEALS
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at HOLLENCREST CAPITAL MANAGEMENT, LLC

7 registered advisors
Cameron Curtis Akers
NEWPORT BEACH, California
Gregory Paul Pellizzon
NEWPORT BEACH, California
James Konon
NEWPORT BEACH, California
Peter Joseph Pellizzon
NEWPORT BEACH, California
Robert Burr Wolford
NEWPORT BEACH, California
Shawn Kim
NEWPORT BEACH, California
Susan Marie Nakamura
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
7 advisors

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Data sourced from SEC Form ADV filings. HOLLENCREST CAPITAL MANAGEMENT, LLC (CRD# 46217) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.