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Building 2HOLLAND ADVISORY SERVICES, INC.

Map pinORMOND BEACH, FL
Phone386-671-7526
NotebookSEC #801-110617
Total AUM
$307.7M
Employees
17
Clients
527

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 WEST GRANADA BOULEVARD
ORMOND BEACH
FL 32174-9036
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
386-671-7526

ReceiptFinancials

Total AUM
$307.7M
Accounts
1,060
Discretionary
$307.7M
Accounts
1,060
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
452
AUM
$136M
HNW Individual Clients
74
AUM
$171.6M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL ADVICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNHNYPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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