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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-11-2017
- Office Locations
- 1
Office Locations
About Holistic View Financial, LLC
Holistic View Financial is a fee-only RIA founded in 2017 providing comprehensive financial planning and investment advice for individuals and families. Typical clients include $1M+ households, biotech/tech professionals with equity compensation, startup owners, immigrants, expats, and the LGBT community. Led by a CFP®/CPA, the firm integrates tax planning (and tax prep as needed) with portfolio construction, often using ETFs; custody via Schwab; serves clients nationwide and abroad virtually.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Sunil Harpalani
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #6818786
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,477,532 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,477,532 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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