Andres Sordo is a registered investment advisor at Holistic Asset Management, LLC, based in Montevideo, with 11 years of industry experience. Andres operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Ruta 8 KM 17,500 - Zonamerica, Edificio @2 Oficina 305, Montevideo, 91600
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andres is a director at Holistic Services SRL, providing administration services, dedicating about a quarter of his time. He is also a director at Holistic Brokerage Inc, working a few hours per week in administration and operational assistance.
Employment History
Current Registrations
Holistic Asset Management, LLC
Holistic Brokerage, LLCBroker
Holistic Brokerage, LLC
Previous Registrations
Insight Securities, INC.Broker
Insigneo Securities, LLCBroker
Northeast Securities, INC.Broker
State Registrations19 states
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