Hollencrest Capital Management

EST. AUM
$2,866,743,435

CONTACTS
7

CLIENT ACCOUNTS
1,347

Firm Details

Metro area Los Angeles
CRD Number 46217
Website hollencrest.com
Client types

Overview

Over the past 17 years, Hollencrest has established itself as one of the largest boutique wealth management firms in Southern California, managing approximately $2 billion in client assets. The firm specializes in serving affluent clients, primarily those who own and operate privately-held businesses. Clients engage Hollencrest to allow them to concentrate on their business endeavors while the firm manages their wealth, focusing on preserving their financial success rather than merely increasing it. Hollencrest is committed to enhancing the quality of service provided to clients, ensuring they have continuous access to a dedicated team led by a Managing Director. The firm prides itself on maintaining long-term relationships, both with clients and employees, and measures its success by the legacies it helps create. Hollencrest offers innovative wealth management strategies and employs a holistic approach, coordinating a comprehensive team of advisors, including CPAs, attorneys, risk managers, and investment bankers.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Hollencrest Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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