Hollencrest Capital Management
Founded 1999
About Hollencrest Capital Management
Hollencrest Capital Management provides investment advisory services that result in superior performance. The firm specializes in serving very affluent clients, the majority of whom own and operate privately-held businesses. Clients typically hire Hollencrest when they realize that the highest and best use of their time is to focus on their businesses that created their wealth and to let Hollencrest manage their wealth. Over the past 16 years, Hollencrest has grown into one of the largest boutique wealth management firms in Southern California, with approximately $1.9 billion in client assets. The company was founded by Greg Pellizzon, Peter Pellizzon, and Rob Wolford in 1999 and is based in Newport Beach, California.
Company Facts
- Founded: 1999
- Operating status: Operating
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Website: hollencrest.com
- Phone: 800.838.8951
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