Holistic Brokerage

Finance · 11-50 Employees

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Overview

Phone Number

(305) 374-1177

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
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ZI Rank
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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
Popular SearchesHolistic Brokerage LLCHolistic Asset Management LLCHolistic Wm Holdings LLCSIC Code 62,628NAICS Code 52,523Show more

Holistic Brokerage Org Chart

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Chief Executive Officer

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MR

Manager, Operations

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Company Profile Activity

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Activity Insights

Holistic Brokerage is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Holistic Brokerage is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Holistic Brokerage.

Holistic Brokerage Tech Stack

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Frequently Asked Questions Regarding Holistic Brokerage

What is Holistic Brokerage's official website?
Holistic Brokerage's official website is www.hb-us.com
What is Holistic Brokerage's Revenue?
Holistic Brokerage's revenue is <$5 Million
What is Holistic Brokerage's SIC code?
Holistic Brokerage's SIC: 62,628
What is Holistic Brokerage's NAICS code?
Holistic Brokerage's NAICS: 52,523
How many employees does Holistic Brokerage have?
Holistic Brokerage has 11-50 employees
What industry does Holistic Brokerage belong to?
Holistic Brokerage is in the industry of: Finance, Securities Trading, Lending & Brokerage
What technology does Holistic Brokerage use?
Some of the popular technologies that Holistic Brokerage uses are: WooCommerce, WordPress.org, PHP, Imperva Incapsula WAF
How do I contact Holistic Brokerage?
Holistic Brokerage contact info: Phone number: (305) 374-1177 Website: www.hb-us.com
What does Holistic Brokerage do?

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... ent 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.Read More

Is Holistic Brokerage a public company?
Holistic Brokerage is private company therefore does not currently have an official ticker symbol
See more information about Holistic Brokerage

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