Overview
Assets Under Management: $215 million
Headquarters: CLEARWATER, FL
High-Net-Worth Clients: 3
Average Client Assets: $70 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.89
Average High-Net-Worth Client Assets: $70 million
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