Company Information

Get to know holguin & sy wealth management

Founded in 2011 by Ed Holguin and Ivan Sy, Holguin & Sy Wealth Management is an independent, employee-owned firm dedicated to discretionary portfolio management. The company's mission is to offer unbiased advice and tailored wealth management solutions, acting as a fiduciary for their clients. They focus on a disciplined, long-term investment philosophy, aiming to build and preserve wealth for a select group of clients including families, individuals, and business owners.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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holguin & sy wealth management

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.