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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 $185,100,359 assets under management, offering retirement planning & investment advisory services to 962 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 136302 |
| SEC# | 801-110617 |
| Assets Managed by Firm | $185,100,359 |
| No. of Clients | 962 |
| No. of Advisors | 14 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 962 | $185,100,359 |
| Individuals (other than high net worth individuals) | 459 | $102,260,273 |
| High net worth individuals | 45 | $82,526,334 |
| Corporations or other businesses | 1 | $313,752 |
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|---|---|---|---|
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