Holistic Brokerage
Finance · 11-50 Employees
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Overview
Phone Number
(305) 374-1177Website
www.hb-us.comRevenue
<$5 MillionIndustry
About Holistic Brokerage
Holistic Brokerage is a financial services firm with extensive experience in client coverage across the USA and Latin America. They specialize in wealth management, focusing on aligning investment strategies with clients' risk tolerance and liquidity needs. The company also offers a full-service trading platform for institutional and wealth management clients, including independent financial advisors, banks, and pension funds. Their mission is to provide top-notch service and seamless execution tailored to a diverse client base.Explore more
SIC Code 62,628NAICS Code 52,523Show more
Holistic Brokerage Org Chart
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Holistic Brokerage Tech Stack
A closer look at the technologies used by Holistic Brokerage
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Holistic Brokerage is a financial services firm with extensive experience in client coverage across the USA and Latin America. They specialize in wealth management, focusing on aligning investment strategies with clients' risk tolerance and liquidity needs. The company also offers a full-service trading platform for institutional and wealth managem... Read More
