The THE HOLLAND GROUP RETIREMENT WEALTH ADVISORS is a privately held investment adviser that advises $286.06mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. THE HOLLAND GROUP RETIREMENT WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 185.47% over the last 2-years.
The Group has been registered with the SEC for 2.77 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2637 MC CORMICK DRIVE SUITE 101, CLEARWATER, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 3 investment and 7 non-investment staff. The total number of Employees increased by 11.11% over the last 2-years.
Their $286.06mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 11 other accounts. Assets of Individuals clients own $200.89mn or 70.23% of Total Assets and High Net Worth Individuals own $81.47mn or 28.48% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
THE HOLLAND GROUP RETIREMENT WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.