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Home > Retirement Planners > florida > ormond beach > HOLLAND ADVISORY SERVICES, INC.
HOLLAND ADVISORY SERVICES, INC.
700 West Granada Boulevard
Ormond Beach, Florida 32174-9036
Tel: 386-671-7526
About HOLLAND ADVISORY SERVICES, INC.
HOLLAND ADVISORY SERVICES, INC, formally registered with the SEC as HOLLAND ADVISORY SERVICES, INC. The firm was established in 06/12/2017. They have over 1 offices throughout the country.
HOLLAND ADVISORY SERVICES, INC. is a Ormond Beach, Florida based Financial Planning firm with nearly $263,528,675 assets under management, offering retirement planning & investment advisory services to 1024 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136302 |
| SEC# | 801-110617 |
| Assets Managed by Firm | $263,528,675 |
| No. of Clients | 1024 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (FINANCIAL ADVICE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1024 | $263,528,675 |
| Individuals (other than high net worth individuals) | 823 | $135,568,561 |
| High net worth individuals | 201 | $127,960,114 |
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|---|---|---|---|
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| $118,191,936,095 | 97020 | 845 | |
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