Holistic Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,111,472
Clients
3
Advisors
5
of 6 employees
Client services
Main office
800 Brickell Ave, Suite 502
Miami FL 33131
Advisors at this office
5
Most active in
Florida
Also doing business as
Adcap Asset Management, LLC · Holistic Asset Management, LLC · Latmark Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gonzalo M
Series 66
Miami, FL
Holistic Asset Management, LLC
Gonzalo Maciel Perroni is a financial advisor at Holistic Asset Management, LLC in Miami, FL, holding a Series 66 designation with four years of industry experience. He has held various roles within related Holistic entities since 2015, including consulting and executive positions. In addition to advisory work, he serves as CEO of Holistic Asset Management and Holistic Brokerage, LLC. Holistic Asset Management, LLC is a supported firm with four advisors, focusing on investment advisory services.
Marina A
Series 66
Miami, FL
Holistic Asset Management, LLC
Marina Arias is a financial advisor at Holistic Asset Management, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at ARG Securities and Crisil Global Research. Prior to her advisory roles, she was associated with Universidad Catolica de Argentina for three years. Holistic Asset Management, LLC is a supported firm with a team of four advisors.
Jason E
Series 65, Series 63
Miami, FL
Holistic Asset Management, LLC
Jason Estrada is a financial advisor with Holistic Asset Management, LLC in Miami, FL. He holds Series 65 and Series 63 licenses and has previous experience at firms including StoneX Group, Inc. and EverTree, LLC. Estrada is part of a team of five advisors at Holistic Asset Management. Holistic Asset Management, LLC serves clients through a team-based approach, focusing on personalized investment strategies.
Andres B
Series 66
Miami, FL
Holistic Asset Management, LLC
Andres Barzilai Sordo is a financial advisor at Holistic Asset Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including Insight Securities Inc. and Northeast Securities, Inc. He is also a director at Holistic Services SRL and Holistic Brokerage Inc., where he is involved in administrative and operational roles. Holistic Asset Management, LLC is a supported firm with a team of four advisors. The firm offers investment services tailored to its clients, emphasizing a comprehensive approach to asset management.
Jorge A
Series 66
Miami, FL
Holistic Asset Management, LLC
Jorge Angel Harker is a financial advisor at Holistic Asset Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously with Adcap Securities, LLC and Adcap Colombia. Outside of his advisory work, he serves as a director of Angel Kings LLC, a family state planning business in Miami. Holistic Asset Management, LLC is a supported firm with four advisors based in Miami, FL.
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