Gonzalo Perroni is a registered investment advisor at Holistic Asset Management, LLC, based in Miami, FL, with 4 years of industry experience. Gonzalo operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
800 Brickell Ave, Suite 502, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gonzalo works as a consultant for Holistic Brokerage Inc. since July 2023, spending about a quarter of his time on administrative responsibilities.
Employment History
Current Registrations
Holistic Asset Management, LLC
Holistic Brokerage, LLCBroker
State Registrations19 states
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