Holly Street Wealth Advisors Joins Tru Independence Platform
Holly Street Wealth Advisors, an independent SEC-registered investment advisor based in Pasadena, California, has joined the Tru Independence RIA platform.
Holly Street Wealth Advisors provides is a subsidiary of Hulick Capital Management, a national wealth management company with assets under management of $700 million. The firm provides wealth planning, investment management and advisory services to families, foundations and endowments.
“As Holly Street Wealth Advisors and Hulick Capital Management continue to grow, we need a like-minded partner on whom we can rely for back-office and other support resources,” said Thomas Hulick, said Holly Street CEO and senior managing director. “The Tru Independence platform enables our advisors and me to focus on the most important element of our jobs: serving our clients.”
Founded in 2014, Tru Independence supports advisors in middle and back office support. The firm focuses on investment consulting, business consulting and new business development.
