Mark
Idzik
Holistic Financial Partners, LLC
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About this Advisor
Mark Idzik is a financial advisor based in Indianapolis, Indiana, working with Holistic Financial Partners, LLC. Mark has previously held positions at Holistic Financial Partners, LLC, Tcc, Inc, and Defenders, Inc. Mark has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Mark is part of Holistic Financial Partners, LLC, which operates out of Indianapolis, Indiana. The firm has 6 employees and manages assets totaling $343.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Holistic Financial Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Holistic Financial Partners, LLC Brokerage Details
$343,027,935
6
761
$450,759
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mark Idzik Work History
Holistic Financial Partners, LLC
Tcc, Inc
Defenders, Inc
Disclosures
Please visit the SEC profile of Mark Idzik 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 Holistic Financial Partners, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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