Zachary Alan Geist
Managing MemberHolistic Finance LLCCRD 4385986
About Zachary Alan Geist
Zachary Alan Geist is listed as Managing Member at Holistic Finance LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Holistic Finance LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Zachary Alan Geist work?
Zachary Alan Geist is listed as Managing Member at Holistic Finance LLC on SEC Form ADV.
How much of Holistic Finance LLC does Zachary Alan Geist own?
Form ADV reports a beneficial ownership band of Over 75%.
Holistic Finance LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |