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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Holland Group Retirement Wealth Advisors LLC
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| CRD # | 326421 |
| SEC # | 801-128805 |
| CIK # | |
| AUM | $215.2 M (2025-04-11) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 727-734-3334 |
| Address | 2637 Mc Cormick Drive Clearwater, FL 33759 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 665 | 210.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 29 | 4.0 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,628 | 215.2 |
| By Discretionary | ||
| Discretionary | 1,628 | 215.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,628 | 215.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.2 | |
| Total | 1,628 | 215.2 |
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|---|---|---|
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Fairlead Strategies LLC
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Sierra Pacific Financial Advisors LLC
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|
Horizon Financial Services LLC
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NC | 0.2 |