1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC

Map pinCLEARWATER, FL
Phone727-734-3334
NotebookSEC #801-128805
Total AUM
$286.1M
Employees
10
Clients
756

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2637 MC CORMICK DRIVE
SUITE 101
CLEARWATER
FL 33759
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
727-734-3334

ReceiptFinancials

Total AUM
$286.1M
Accounts
1,811
Discretionary
$286.1M
Accounts
1,811
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
706
AUM
$200.9M
HNW Individual Clients
38
AUM
$81.5M
Pension/Profit Sharing Plan Clients
11
AUM
$3.7M
Corporation or Business Clients
1
AUM
$500

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
FLGATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account