Peter
Pellizzon
Hollencrest Capital Management
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About this Advisor
Peter Pellizzon is a financial advisor based in Newport Beach, California, working with Hollencrest Capital Management. Peter has previously held positions at Double Eagle Partners, LLC and Hollencrest Securities, LLC. Peter has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Peter is part of Hollencrest Capital Management, which operates out of Newport Beach, California. The firm has 19 employees and manages assets totaling $2.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Hollencrest Capital Management includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hollencrest Capital Management Brokerage Details
$2,369,923,423
19
1,074
$2,206,633
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Peter Pellizzon Work History
Double Eagle Partners, LLC
Hollencrest Securities, LLC
Disclosures
Please visit the SEC profile of Peter Pellizzon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hollencrest Capital Management
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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