Holliger Financial Consultants

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

4440 Pga Blvd Ste 600, West Palm Beach, ...

Phone Number

(561) 601-9948

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Holliger Financial Consultants

Holliger Financial Consultants is an independent financial advisory firm located in Denver, Colorado, and Palm Beach, Florida, specializing in customized wealth strategies for high-net-worth clients. They offer a range of services including financial planning, wealth management, and insurance planning, aimed at helping clients achieve their long-term financial goals. The firm prides itself on providing personalized investment strategies and exceptional client care. Through a partnership with Independent Financial Partners, they leverage advanced tools and resources to enhance client experiences and address complex financial needs.Explore more
Popular SearchesHolliger Financial ConsultantsIFP Securities LLCHolliger Financial ConsultingSIC Code 62,628NAICS Code 52,523Show more

Holliger Financial Consultants Org Chart

PhoneEmail
TH
United States flag for contact location.

Managing Partner, Private Wealth Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Holliger Financial Consul...

<$5M
1-10
Private
-
-
TH
Thomas HolligerManaging Partner, Private Wealth Manager
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2014
NA
Nena AcunaSenior Manager, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
SB
Steven BalchDirector, Financial Planning & Wealth Management
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Holliger Financial Consultants is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Holliger Financial Consultants Tech Stack

A closer look at the technologies used by Holliger Financial Consultants

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Frequently Asked Questions Regarding Holliger Financial Consultants

What is Holliger Financial Consultants's official website?
Holliger Financial Consultants's official website is www.holligerfinancial.com
What is Holliger Financial Consultants's Revenue?
Holliger Financial Consultants's revenue is <$5 Million
What is Holliger Financial Consultants's SIC code?
Holliger Financial Consultants's SIC: 62,628
What is Holliger Financial Consultants's NAICS code?
Holliger Financial Consultants's NAICS: 52,523
How many employees does Holliger Financial Consultants have?
Holliger Financial Consultants has 1-10 employees
What industry does Holliger Financial Consultants belong to?
Holliger Financial Consultants is in the industry of: Finance, Insurance, Securities Trading
What is Holliger Financial Consultants competition?
Holliger Financial Consultants top competitors include: Certa Financial Planning, Wealth Advisory Services, Pillar Wealth Management, Denver Private Wealth Management
What technology does Holliger Financial Consultants use?
Some of the popular technologies that Holliger Financial Consultants uses are: Google Font API, GoDaddy DNS, GoDaddy Web Hosting, Cloudinary
How do I contact Holliger Financial Consultants?
Holliger Financial Consultants contact info: Phone number: (561) 601-9948 Website: www.holligerfinancial.com
What does Holliger Financial Consultants do?

Holliger Financial Consultants is an independent financial advisory firm located in Denver, Colorado, and Palm Beach, Florida, specializing in customized wealth strategies for high-net-worth clients. They offer a range of services including financial planning, wealth management, and insurance planning, aimed at helping clients achieve their long-te... rm financial goals. The firm prides itself on providing personalized investment strategies and exceptional client care. Through a partnership with Independent Financial Partners, they leverage advanced tools and resources to enhance client experiences and address complex financial needs.Read More

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

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