Holdun Family Office LLC
Holdun Family Office LLC (CRD# 300709) is a financial advisory firm headquartered in Miami, FL. They manage $99,950,479 in 52 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management100MILLION
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Total Number of Accounts52ACCOUNTS
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Average Account Value$1,922,125
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, LA, PR, TX
Financial Advisors at Holdun Family Office LLC
1
Michael Blank (CRD# 2858364) is an Investment Advisor Representative working at Holdun Family Office LLC in Miami, FL and has over 26 years of experience in the finance industry.
2
Giuseppe Mazzeo (CRD# 2216136) is an Investment Advisor Representative working at Holdun Family Office LLC in Miami, FL and has over 18 years of experience in the finance industry.
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