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⚲
|
| The Holland Group Retirement Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 326421 |
| SEC # | 801-128805 |
| CIK # | |
| AUM | $100.2 MM (2024-06-21) |
| Employees | 9 (11% Investors, 0% Brokers) |
| Phone | 727-734-3334 |
| Address | 2637 Mc Cormick Drive Clearwater, FL 33759 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 99.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 488 | 100.2 |
| By Discretionary | ||
| Discretionary | 488 | 100.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 488 | 100.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.2 | |
| Total | 488 | 100.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Strategic Management Inc
✚
|
PR | 0.1 |
|
Strategic Wealth Advisors Group Inc
✚
|
MI | 0.1 |
|
Shankland Financial Advisors LLC
✚
|
NC | 0.1 |
|
Wealthmark LLC
✚
|
WA | 0.1 |
|
Verus Capital Ventures Inc
✚
|
TX | 0.1 |
|
Lighthouse Financial Wealth Management LLC
✚
|
DE | 0.1 |
|
APO Financial Services LLC
✚
|
CO | 0.1 |
|
Onesource Advisors LLC
✚
|
CA | 0.1 |
|
ELE Advisory Services Inc
✚
|
MI | 0.1 |
|
Queen City Capital Management LLC
✚
|
OH | 0.1 |