Holistic Advisors
Financial Services
Monterrey, Nuevo Leon, Mx
13 employees
- Employees
- 13
- Contacts
- 1
- Emails
- 1
Holistic Advisors Overview
- Headquarters
- Monterrey, Nuevo Leon, Mx
- Website
- www.holisticadvisors.mx
- Industry
- Financial Services
- Employees
- 13
- Founded
- 2023
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Holistic Advisors
Founded in 2023, Holistic Advisors is a wealth management advisory firm, which solves your financial needs through a broad portfolio of investment alternatives. Our 360° vision accompanied by the institutional experience of our strategic partners allow us to identify specific opportunities, executing a personalized strategy.
Holistic Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Holistic Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Karen Valassi | Client Associate | Montevideo, Uruguay |
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|
| Victoria Bunge, Cfa | Financial Advisor at Holistic Advisors |
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|
|
| Francisco Aranda | Financial Advisor En Holistic Advisors | Uruguay |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Associate / junior
1 profile
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