Holos Integrated Wealth

Holos Integrated Wealth (CRD# 329884) is a financial advisory firm headquartered in Kennett Square, PA. They serve the financial needs of clients across 6 states (or territories).

Current Firm Details
224 East Street Rd., Office B2ab, Kennett Square, PA 19348
http://www.linkedin.com/in/brian-stephenson-7439731b
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, LA, NJ, PA, TX

Financial Advisors at Holos Integrated Wealth
Showing 1 - 2 of 2 top financial advisors.
1
David Matulewicz, financial advisor Kennett Square PA
David J. Matulewicz
CRD#: 4406746
224 East Street Rd., Office B2ab, Kennett Square, PA 19348

David Matulewicz (CRD# 4406746) is an Investment Advisor Representative working at Holos Integrated Wealth in Kennett Square, PA and has over 18 years of experience in the finance industry.

2
Brian Stephenson, financial advisor Kennett Square PA
Brian J. Stephenson
CRD#: 2734808
224 East Street Rd., Office B2ab, Kennett Square, PA 19348

Brian Stephenson (CRD# 2734808) is an Investment Advisor Representative working at Holos Integrated Wealth in Kennett Square, PA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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