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Home > Retirement Planners > florida > clearwater > THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
2637 Mc Cormick Drive
Suite 101
Clearwater, Florida 33759
Tel: 727-734-3334
About THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC, formally registered with the SEC as THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC. The firm was established in 10/24/2023. They have over 1 offices throughout the country.
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC is a Clearwater, Florida based Financial Planning firm with nearly $100,205,898 assets under management, offering retirement planning & investment advisory services to 488 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326421 |
| SEC# | 801-128805 |
| Assets Managed by Firm | $100,205,898 |
| No. of Clients | 488 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 488 | $100,205,898 |
| Individuals (other than high net worth individuals) | 152 | $99,216,604 |
| Pension and profit sharing plans | 6 | $513,687 |
| Corporations or other businesses | Fewer than 5 clients | $475,607 |
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