Michael A. Blank

HOLDUN FAMILY OFFICE LLC

Dubai,

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CRD#: 2858364

Professional summary

Michael Arlen Blank, who also goes by Michael A Blank, is a registered financial advisor currently at HOLDUN FAMILY OFFICE LLC .

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 5 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael A Blank

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) stemtech - board member - noninvestment related - no compensation - 5 hours per month approximately 2.) European jewish parliament - noninvestment related - non profit - no compensation - member - attend 4 days annually 3.) Patronus Wealth Priv�, Investment Related, 18-33 Central Park Towers, DIFC, PO Box 507327, Dubai, United Arab Emirates, Wealth Management, Managing Director - Family Office Business, Start Date 08/2021, approximately 80 hours/month devoted to this business with 0 hours during securities trading hours, Mr. Blank is a Managing Director of the Family Office Business at Patronus Wealth Priv�

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Arlen Blank's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 12, 2019 - Present

HOLDUN FAMILY OFFICE LLC

RIA

CRD#: 300709

Dubai,

Past

October 1, 2014 - June 11, 2019

ANDBANC ADVISORY LLC

RIA

CRD#: 150463

MIAMI, FL

Past

March 23, 2009 - December 20, 2013

SWISS ASSET ADVISORS, LLC

RIA

CRD#: 147922

MIAMI, FL

Past

February 3, 2006 - July 28, 2008

CREDIT SUISSE PRIVATE ADVISORS AG

RIA

CRD#: 112892

MIAMI, FL

Past

June 10, 2004 - July 28, 2008

CREDIT SUISSE PRIVATE ADVISORS AG

CRD#: 112892

MIAMI, FL

Past

August 20, 1997 - January 23, 2004

JULIUS BAER SECURITIES INC.

CRD#: 1141

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOLDUN FAMILY OFFICE LLC

CRD#: 300709 / SEC#: 801-115046

RIA

Registered Investment Advisory firm - (4/23/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/12/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/29/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/30/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/18/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/19/1997

General Securities Representative Examination

Current Firm

HOLDUN FAMILY OFFICE LLC

CRD#: 300709 / SEC#: 801-115046

RIA

Registered Investment Advisory firm - (4/23/2019 Approved)

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Contact information

Main Address

2125 Biscayne Blvd Suite 324, Miami, FL 33137

Mailing Address

2125 Biscayne Blvd Suite 324, Miami, FL 33137

Phone number

(561) 373-3309

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOLDUN FAMILY OFFICE, LLC FORM ADV PART 2 BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 114,531,871

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael A. Blank

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Arlen Blank's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDBANC ADVISORY LLC

SWISS ASSET ADVISORS, LLC

CREDIT SUISSE PRIVATE ADVISORS AG

CREDIT SUISSE PRIVATE ADVISORS AG

JULIUS BAER SECURITIES INC.

Primary Firm SEC Registration

HOLDUN FAMILY OFFICE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2016

Series 66

Date: 6/30/2006

Series 63

Date: 9/18/1997

Series 7

Date: 8/19/1997

Current Firm

HOLDUN FAMILY OFFICE LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOLDUN FAMILY OFFICE LLC

TRUST BUT VERIFY

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