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HOLIDAY PARTNERS LLC

CRD No. 334857 | Ohio | Last Form ADV Filed on 03 Feb 2025 | Registration: State
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Holiday Partners LLC, founded in 2025 by Carrie Thomas, offers asset management services to clients through discretionary asset management. The firm determines individual investment goals, time horizons, risk tolerance, and objectives to create investment strategies, asset allocation, and portfolio monitoring. Clients authorize Holiday to execute selected investment transactions based on the agreed Investment Advisory Agreement. Additionally, financial planning services are offered at no extra cost, covering various areas like estate plans, investments, taxes, insurance, retirement income, and college planning. Client-specific goals and objectives are documented, with investment strategies tailored accordingly. Clients can impose restrictions on certain securities or types of investments. Holiday does not sponsor wrap fee programs. As of January 17, 2025, the firm has no client assets under management. Carrie Thomas is the sole owner of Holiday Partners LLC.

Identifying Information
CRD No.
334857
Latest Filing
03 Feb 2025
Form of Organization
Limited Liability Company
Legal Domicile
OH, United States
Registration
State
State Regulator Details
OH | APPROVED | 2025-02-05
Contact Details
Street Address
1096 LAUREL AVENUE
City
CINCINNATI
Postal Code
45246
Location
Ohio, United States
Phone
000-000-0000
Company Information
Total Reg. AUM
$0 ($0 Discretionary $0 Non-Discretionary)
Employee Strength
1
No. of Accounts
0 (0 Discretionary 0 Non-Discretionary)

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Direct Owners
Thomas, Carrie, Michelle
MANAGING MEMBER/CCO (75% or more)

SEC Links
Other Firms
In Ohio