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Hollencrest Securities, LLC

Hollencrest Securities, LLC is an independent full service firm dedicated to providing comprehensive financial services to high net-worth individuals and institutions. Hollencrest Securities, LLC was founded by five principals with over 75 years of combined experience in the financial services sector and is located in Newport Beach, California.

Hollencrest Securities Discount Brokerage executes all equity and fixed income transactions that are not a part of a managed portfolio. These include solicited and unsolicited orders, load and no-load mutual funds, option exercises, restricted stock trades, and corporate buybacks.

Hollencrest Capital Management is registered with the Securities Exchange Commission (SEC) under the Investment Advisor Act of 1940. They manage equity, fixed income and balanced portfolios.

Project Description

The business challenge was to create online accounts for clients to control their portfolio remotely over the Internet. Since the data was strictly confidential, we had to secure the access as well as the transfer of the data. Their clients are now able to check current account status as well as see different views of their portfolio.

Project Technology

This project is based on a Linux system, Java Servlets, PReP and Sybase.
 
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