Hollencrest Securities
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
100 Bayview Cir Ste 500, Newport Beach, ...Phone Number
(949) 737-7700Website
www.hollencrest.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
2
1
1
1
About Hollencrest Securities
Hollencrest is an independent wealth management firm dedicated to empowering entrepreneurs, executives, and multi-generational families through customized wealth strategies. They offer a comprehensive range of services including wealth advisory, private investments, family office services, and business advisory, all tailored to meet the specific needs of their clients. With a focus on personalized service and exclusive access to private investment opportunities, Hollencrest aims to help clients preserve wealth and capitalize on growth opportunities. Their team combines extensive expertise with a commitment to integrity, ensuring long-term partnerships with their clients.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Hollencrest Securities
<$5M
11-50
Private
<$5M
1999
PP
Peter PellizzonManaging Director Chief Operating Officer Portfolio Manager
Company Profile Activity
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Hollencrest Securities is experiencing very low activity levels compared to other companies in the Finance sector.
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Hollencrest Securities is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Hollencrest Securities.
Hollencrest Securities financials insights
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2020
Debt
$150K
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Hollencrest is an independent wealth management firm dedicated to empowering entrepreneurs, executives, and multi-generational families through customized wealth strategies. They offer a comprehensive range of services including wealth advisory, private investments, family office services, and business advisory, all tailored to meet the specific ne... Read More
