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Hollo & Associates, Inc. (Kirkland)


Hollo & Associates, Inc. is a large advisory firm based in Kirkland. It manages $35.56 million of regulatory assets for 226 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Oregon and Washington.




Hollo & Associates provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hollo & Associates: assets under management

The assets under management (AUM) of Hollo & Associates, Inc. is $35.56 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.88 million in discretionary accounts and $1.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $185.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $39.16 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hollo & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kirkland

The principal office where Hollo & Associates, Inc. performs its advisory services is located at 3425 Carillon Point, Kirkland, WA 98033 7317, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-623-4952 or by fax 206-682-8201. The normal business hours are 8:30am to 3:00pm on Monday - Friday.


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