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| The Holland Group Retirement Wealth Advisors LLC
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|---|---|
| CRD # | 326421 |
| SEC # | 801-128805 |
| CIK # | |
| AUM | $286.1 M (2026-03-18) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 727-734-3334 |
| Address | 2637 Mc Cormick Drive Clearwater, FL 33759 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 706 | 200.9 |
| (b) Individuals (high net worth individuals) | 38 | 81.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,811 | 286.1 |
| By Discretionary | ||
| Discretionary | 1,811 | 286.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,811 | 286.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.1 | |
| Total | 1,811 | 286.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PFG Private Wealth Management LLC
✚
|
FL | 0.3 |
|
Traction Financial Partners LLC
✚
|
WY | 0.3 |
|
Innova Wealth Partners LLC
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|
PA | 0.3 |
|
Kanani Advisory Group Inc
✚
|
CA | 0.3 |
|
Optivise Advisory Services LLC
✚
|
TN | 0.3 |
|
Teeple Wealth Management LLC
✚
|
IN | 0.3 |
|
Sanchez Gaunt Capital Management LLC
✚
|
NV | 0.3 |
|
Integrity Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Sound Stewardship LLC
✚
|
KS | 0.3 |
|
Vital Investment Management LLC
✚
|
CO | 0.3 |