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| Holland Advisory Services Inc
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|---|---|
| CRD # | 136302 |
| SEC # | 801-110617 |
| CIK # | 0001890183 |
| AUM | $263.5 M (2025-06-18) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 386-671-7526 |
| Address | 700 West Granada Boulevard Ormond Beach, FL 32174-9036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Philip Morris International Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Brown & Brown Inc | 0.8 | ||
| McDonalds Corp | 0.7 | ||
| Wal Mart Stores Inc | 0.7 | ||
| Procter & Gamble Co | 0.6 | ||
| Exxon Mobil Corp | 0.6 | ||
| Kraft Foods Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 823 | 135.6 |
| (b) Individuals (high net worth individuals) | 201 | 128.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,024 | 263.5 |
| By Discretionary | ||
| Discretionary | 1,024 | 263.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,024 | 263.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 260.4 | |
| Total | 1,024 | 263.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001890183] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marshall Investment Management LLC
✚
|
CO | 0.3 |
|
Portico Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Premier Private Wealth LLC
✚
|
TN | 0.3 |
|
Loyola Asset Management LLC
✚
|
FL | 0.3 |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 0.3 |
|
Eastgate Capital Advisors LLC
✚
|
IL | 0.3 |
|
Rademacher Financial Inc
✚
|
KS | 0.3 |
|
Columbia Advisory Partners LLC
✚
|
WA | 0.3 |
|
Branson Frank A Inc
✚
|
CA | 0.3 |
|
NorthStar Financial Planning LLC
✚
|
NH | 0.3 |