$15.8M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
2 Employees
67 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist · Ascensus · Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-2014
- Office Locations
- 2
Office Locations
1901 Pennsylvania Avenue NW Suite 900, PMB 202 Washington DC
-- Waldorf MD
About Holistic Planners
Holistic Planners Network is a vetted network of holistic planning professionals providing vertically integrated life and money management for complex client needs. The organization emphasizes lean operating principles paired with personalized care. HPN is no longer onboarding investment management or financial planning clients directly; it now connects prospects to carefully vetted advisors and advisory firms.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$235.9K AVG AUM / CLIENT
7.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DEMETRIUS SINCLAIR FELDER
Investment Adviser Representative
- CRD
- #3026253
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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BARBARA RACHEL HOLLIS
--
- CRD
- #2208181
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,002,984 | -- |
| Non-Discretionary | $800,000 | -- |
| Total | $15,802,984 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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