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.
Company Details
- Employees
- 13
- Founded
- 2023
- Address
- Monterrey, Nuevo Leon 66220, Mx
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.holisticadvisors.mx
- Keywords
- Monterrey.
- HQ
- Monterrey, Nuevo Leon
Holistic Advisors Questions
Holistic Advisors's website is http://www.holisticadvisors.mx
Holistic Advisors's LinkedIn profile is https://mx.linkedin.com/company/holistic-advisors
Holistic Advisors has
13 employees.
View email and phone details for 13
employees at Holistic Advisors.
Holistic Advisors's industry is
Financial Services
Holistic Advisors's top competitors are
Nobilis,
Triana Capital Partners,
Vector Casa De Bolsa,
Roble Capital Wealth Management,
Emblem Capital Real Estate®,
Davinci Trusted Partner,
Holistic Brokerage Llc,
Balanz Uruguay,
Holistic Advisors Sa,
Holistic Brokerage Inc.
Holistic Advisors's categories are Financial Services
Holistic Advisors's founding year is 2023
