Overview
Assets Under Management: $215 million
Headquarters: CLEARWATER, FL
Frequently Asked Questions
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326421), THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC is headquartered in CLEARWATER, FL.
According to their SEC Form ADV, THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC manages $215 million in client assets according to their SEC filing dated April 11, 2025.
According to their SEC Form ADV, THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Total Client Accounts: 1,628
Discretionary Accounts: 1,628
Regulatory Filings
CRD Number: 326421
Filing ID: 1978805
Last Filing Date: 2025-04-11 10:58:00
Website: https://thehollandgrp.com