Active
HOLISTIC FINANCIAL PARTNERS, LLC
Investment Advice|INDIANAPOLIS, IN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$378M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 378.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 170913 |
| SEC Number | 801-79580 |
| Street Address | 9959 CROSSPOINT BOULEVARD |
| Location | INDIANAPOLIS, IN 46256 |
| Country | United States |
| Phone | 317-550-3400 |
| Fax | 317-550-3399 |
| Total Employees | 6 |
Client Count by Type (808 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 717 |
| High Net Worth Individual… | 91 |
Community Partners
CITY OF DELPHI
CITY OF INDIANAPOLIS
CITY OF LAWRENCE
CITY OF SOUTHPORT
COUNTY OF CARROLL
TOWN OF CLERMONT
TOWN OF CUMBERLAND
TOWNSHIP OF ADAMS
TOWNSHIP OF CLAY
TOWNSHIP OF JACKSON
TOWNSHIP OF JEFFERSON
TOWNSHIP OF MADISON
TOWNSHIP OF MONROE
TOWNSHIP OF ROCK CREEK
TOWNSHIP OF WASHINGTON
CITY OF DELPHI
CITY OF INDIANAPOLIS
CITY OF LAWRENCE
CITY OF SOUTHPORT
COUNTY OF CARROLL
TOWN OF CLERMONT
TOWN OF CUMBERLAND
TOWNSHIP OF ADAMS
TOWNSHIP OF CLAY
TOWNSHIP OF JACKSON
TOWNSHIP OF JEFFERSON
TOWNSHIP OF MADISON
TOWNSHIP OF MONROE
TOWNSHIP OF ROCK CREEK
TOWNSHIP OF WASHINGTON
CITY OF DELPHI
CITY OF INDIANAPOLIS
CITY OF LAWRENCE
CITY OF SOUTHPORT
COUNTY OF CARROLL
TOWN OF CLERMONT
TOWN OF CUMBERLAND
TOWNSHIP OF ADAMS
TOWNSHIP OF CLAY
TOWNSHIP OF JACKSON
TOWNSHIP OF JEFFERSON
TOWNSHIP OF MADISON
TOWNSHIP OF MONROE
TOWNSHIP OF ROCK CREEK
TOWNSHIP OF WASHINGTON
Municipal Government
15 Active
15
Organizations
BEN DAVIS CONSERVANCY DISTRICT
CENTRAL INDIANA REGIONAL TRANSPORTATION AUTHORITY
INDIANAPOLIS-MARION COUNTY PUBLIC LIBRARY
INDIANAPOLIS METROPOLITAN PLANNING ORGANIZATION
BEN DAVIS CONSERVANCY DISTRICT
CENTRAL INDIANA REGIONAL TRANSPORTATION AUTHORITY
INDIANAPOLIS-MARION COUNTY PUBLIC LIBRARY
INDIANAPOLIS METROPOLITAN PLANNING ORGANIZATION
BEN DAVIS CONSERVANCY DISTRICT
CENTRAL INDIANA REGIONAL TRANSPORTATION AUTHORITY
INDIANAPOLIS-MARION COUNTY PUBLIC LIBRARY
INDIANAPOLIS METROPOLITAN PLANNING ORGANIZATION
Special District
4 Active
4
Organizations
A SAFE HOUSE INCORPORATED INDIANA
CARROLL CONSOLIDATED SCHOOL CORPORATION
CITY BUSINESS INTEGRATED SOLUTIONS LLC
DELPHI COMMUNITY SCHOOL CORPORATION
FRANKLIN TOWNSHIP COMMUNITY SCHOOL CORPORATION
METROPOLITAN SCHOOL DISTRICT WAYNE TOWNS
MSD OF LAWRENCE TOWNSHIP
A SAFE HOUSE INCORPORATED INDIANA
CARROLL CONSOLIDATED SCHOOL CORPORATION
CITY BUSINESS INTEGRATED SOLUTIONS LLC
DELPHI COMMUNITY SCHOOL CORPORATION
FRANKLIN TOWNSHIP COMMUNITY SCHOOL CORPORATION
METROPOLITAN SCHOOL DISTRICT WAYNE TOWNS
MSD OF LAWRENCE TOWNSHIP
A SAFE HOUSE INCORPORATED INDIANA
CARROLL CONSOLIDATED SCHOOL CORPORATION
CITY BUSINESS INTEGRATED SOLUTIONS LLC
DELPHI COMMUNITY SCHOOL CORPORATION
FRANKLIN TOWNSHIP COMMUNITY SCHOOL CORPORATION
METROPOLITAN SCHOOL DISTRICT WAYNE TOWNS
MSD OF LAWRENCE TOWNSHIP
School District
7 Active
7
Organizations
1000 WORDS INC
100 BLACK MEN OF INDIANAPOLIS INC
1140811 Broad Ripple Haverford Little
1440 Realty Corporation
151ST INFANTRY ALUMNI ASSOCIATION
16 TECH COMMUNITY CORPORATION
1705591 VMS BIOMARKETING
1899 PROPERTIES INC
1930 FUND INC
199 THETA ETA CHAPTER
199 TOP OF THE LINE CLUB
1 Percent Foundation
1ST INDIANAPOLIS DEVELOPMENT CORPORATION
1 TRULY BLESSED MINISTRY AND OUTREACH LTD
2012 COMMUNITY LEGACY INC
2014 CENTRAL HIGH SCHOOL CLASS REUNION FUND
2017 LITIGATION TRUST FUND
2021 ALL-STAR INC
206 MU PSI CORPORATION
21st Century Charter School of Gary co GEO Foundation
1000 WORDS INC
100 BLACK MEN OF INDIANAPOLIS INC
1140811 Broad Ripple Haverford Little
1440 Realty Corporation
151ST INFANTRY ALUMNI ASSOCIATION
16 TECH COMMUNITY CORPORATION
1705591 VMS BIOMARKETING
1899 PROPERTIES INC
1930 FUND INC
199 THETA ETA CHAPTER
199 TOP OF THE LINE CLUB
1 Percent Foundation
1ST INDIANAPOLIS DEVELOPMENT CORPORATION
1 TRULY BLESSED MINISTRY AND OUTREACH LTD
2012 COMMUNITY LEGACY INC
2014 CENTRAL HIGH SCHOOL CLASS REUNION FUND
2017 LITIGATION TRUST FUND
2021 ALL-STAR INC
206 MU PSI CORPORATION
21st Century Charter School of Gary co GEO Foundation
1000 WORDS INC
100 BLACK MEN OF INDIANAPOLIS INC
1140811 Broad Ripple Haverford Little
1440 Realty Corporation
151ST INFANTRY ALUMNI ASSOCIATION
16 TECH COMMUNITY CORPORATION
1705591 VMS BIOMARKETING
1899 PROPERTIES INC
1930 FUND INC
199 THETA ETA CHAPTER
199 TOP OF THE LINE CLUB
1 Percent Foundation
1ST INDIANAPOLIS DEVELOPMENT CORPORATION
1 TRULY BLESSED MINISTRY AND OUTREACH LTD
2012 COMMUNITY LEGACY INC
2014 CENTRAL HIGH SCHOOL CLASS REUNION FUND
2017 LITIGATION TRUST FUND
2021 ALL-STAR INC
206 MU PSI CORPORATION
21st Century Charter School of Gary co GEO Foundation
Nonprofit Organization
9118 Active
9118
Organizations
Community Partners76 organizations
CITY OF INDIANAPOLIS
Municipal Government·INDIANAPOLIS
CITY OF LAWRENCE
Municipal Government·INDIANAPOLIS
COUNTY OF CARROLL
Municipal Government·DELPHI
TOWN OF CLERMONT
Municipal Government·INDIANAPOLIS
TOWNSHIP OF ADAMS
Municipal Government·BURNETTSVILLE
TOWNSHIP OF JACKSON
Municipal Government·CAMDEN
TOWNSHIP OF JEFFERSON
Municipal Government·MONTICELLO
TOWNSHIP OF MADISON
Municipal Government·BRINGHURST
TOWNSHIP OF MONROE
Municipal Government·FLORA
TOWNSHIP OF ROCK CREEK
Municipal Government·DELPHI
TOWNSHIP OF WASHINGTON
Municipal Government·CAMDEN
BEN DAVIS CONSERVANCY DISTRICT
Special District·INDIANAPOLIS
CENTRAL INDIANA REGIONAL TRANSPORTATION AUTHORITY
Special District·INDIANAPOLIS
INDIANAPOLIS METROPOLITAN PLANNING ORGANIZATION
Special District·INDIANAPOLIS
A SAFE HOUSE INCORPORATED INDIANA
School District·INDIANAPOLIS
CITY BUSINESS INTEGRATED SOLUTIONS LLC
School District·INDIANAPOLIS
METROPOLITAN SCHOOL DISTRICT WAYNE TOWNS
School District·INDIANAPOLIS
1000 WORDS INC
Nonprofit Organization·Indianapolis
100 BLACK MEN OF INDIANAPOLIS INC
Nonprofit Organization·INDIANAPOLIS
1140811 Broad Ripple Haverford Little
Nonprofit Organization·Indianapolis
1440 Realty Corporation
Nonprofit Organization·Indianapolis
151ST INFANTRY ALUMNI ASSOCIATION
Nonprofit Organization·Indianapolis
16 TECH COMMUNITY CORPORATION
Nonprofit Organization·INDIANAPOLIS
1705591 VMS BIOMARKETING
Nonprofit Organization·Indianapolis
1899 PROPERTIES INC
Nonprofit Organization·INDIANAPOLIS
1930 FUND INC
Nonprofit Organization·Indianapolis
199 THETA ETA CHAPTER
Nonprofit Organization·Indianapolis
199 TOP OF THE LINE CLUB
Nonprofit Organization·Indianapolis
1 Percent Foundation
Nonprofit Organization·Indianapolis
1ST INDIANAPOLIS DEVELOPMENT CORPORATION
Nonprofit Organization·Indianapolis
1 TRULY BLESSED MINISTRY AND OUTREACH LTD
Nonprofit Organization·Indianapolis
2012 COMMUNITY LEGACY INC
Nonprofit Organization·INDIANAPOLIS
2014 CENTRAL HIGH SCHOOL CLASS REUNION FUND
Nonprofit Organization·Indianapolis
2017 LITIGATION TRUST FUND
Nonprofit Organization·Indianapolis
2021 ALL-STAR INC
Nonprofit Organization·INDIANAPOLIS
206 MU PSI CORPORATION
Nonprofit Organization·INDIANAPOLIS
21st Century Charter School of Gary co GEO Foundation
Nonprofit Organization·Indianapolis
238 Commercial Park Property Owners Association
Nonprofit Organization·Indianapolis
275 LAMBDA LAMBDA CHAPTER
Nonprofit Organization·Indianapolis
295 MU ETA CHAPTER
Nonprofit Organization·Indianapolis
2C A SECOND CHANCE
Nonprofit Organization·Indianapolis
2FOR1 COMMUNITY SERVICES INC
Nonprofit Organization·INDIANAPOLIS
2ND CHANCE INDIANA
Nonprofit Organization·INDIANAPOLIS
305 MU RHO CHAPTER
Nonprofit Organization·INDIANAPOLIS
317 RYDERS FOUNDATION INC
Nonprofit Organization·INDIANAPOLIS
33RD VIRGINIA CO A VOLUNTEER INFANTRY & ROCKBRIDGE ARTILLERY
Nonprofit Organization·Indianapolis
360 LIFELINE NETWORK
Nonprofit Organization·Indianapolis
38TH DIVISION ASSOCIATION INC
Nonprofit Organization·Indianapolis
38TH INFANTRY DIVISION ASSOCIATION INC
Nonprofit Organization·Indianapolis
418 RHO KAPPA CHAPTER
Nonprofit Organization·Indianapolis
443 SIGMA LAMBDA CHAPTER
Nonprofit Organization·Indianapolis
495 UPSILON OMICRON CHAPTER
Nonprofit Organization·Indianapolis
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Indianapolis
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Indianapolis
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Delphi
4-H Clubs or Affiliated 4-H Organizations
Nonprofit Organization·Flora
4-H LAWRENCE TOWNSHIP 4-H
Nonprofit Organization·Indianapolis
4-H LAWRENCE TOWNSHIP 4-H JR LEADERS
Nonprofit Organization·Indianapolis
4-H LAWRENCE TOWNSHIP 4-H MINI 4-H
Nonprofit Organization·Indianapolis
500 FESTIVAL FOUNDATION INC
Nonprofit Organization·INDIANAPOLIS
500 FESTIVAL INC
Nonprofit Organization·INDIANAPOLIS
500 LODGE INDIANAPOLIS
Nonprofit Organization·Indianapolis
50 BOSSES DEDICATED TO ELEVATING ECONOMIC PROSPERITY
Nonprofit Organization·INDIANAPOLIS
511 PHI ETA CHAPTER
Nonprofit Organization·Indianapolis
541 CHI NU CHAPTER
Nonprofit Organization·Indianapolis
547 CHI TAU CHAPTER
Nonprofit Organization·Indianapolis
592 OMEGA PI CHAPTER
Nonprofit Organization·Indianapolis