Investment adviser · CRD 147874

HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS

Investment adviser filing (IA)

HOLIFIELD FINANCIAL ADVISORY SERVICES, INC

SAINT PETERSBURG, FL, United States · Form ADV filed Mar 18, 2024

Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 18, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9455 KOGER BLVD. N, SUITE 102
SAINT PETERSBURG, FL, 33702, United States

CRD 147874

Filing source

Form ADV 1838002 · Mar 18, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.