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Eric Anthony Hollen

Open Window Financial Solutions, Ltd.

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About Eric Anthony Hollen

Eric Anthony Hollen is a Certified Financial Planner® and Investment Advisor Representative at Open Window Financial Solutions, Ltd.. Eric is registered with the state of Nevada and Texas. Eric has over 12 years of experience in the financial services industry. Eric has been with Open Window Financial Solutions, Ltd. since 2011. The firm specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, and retirement plans. Open Window Financial Solutions, Ltd. manages over $245 million in assets.

Firm Information

Eric Hollen is currently registered with Open Window Financial Solutions, Ltd.. Open Window Financial Solutions, Ltd. is an investment advisor based in RENO, NV. They advise high-net-worth individuals, pension and profit-sharing plans, and other individuals. Their services include financial planning, portfolio management for individuals, and pension consulting. They manage approximately $245,790,589 in regulatory assets.
Open Window Financial Solutions, Ltd.

4741 CAUGHLIN PARKWAY

RENO, NV 89519

$245.79M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Hollen’s Registration & Firm History

NV

12/15/2017 - Present

Open Window Financial Solutions, Ltd. (RENO NV)

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Licenses & Designations

IA

Issued 12/12/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Anthony Hollen.
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