HOLOS INTEGRATED WEALTH, LLC

HOLOS INTEGRATED WEALTH
KENNETT SQUARE, Pennsylvania·2 registered advisors·CRD# 329884
SEC# 801-1296680484-893-4599
01

Firm Overview

AUM
$167M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HOLOS INTEGRATED WEALTH, LLC

2 registered advisors
Brian Jeffry Stephenson
KENNETT SQUARE, Pennsylvania
David James Matulewicz
KENNETT SQUARE, Pennsylvania
05

Office Locations

KENNETT SQUARE, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. HOLOS INTEGRATED WEALTH, LLC (CRD# 329884) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.