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THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC

UUID35ed94e9-91b9-547f-9c7f-3ff8a2efb27f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 326421 326421 1.0
sec_file_number 801-128805 801-128805

Profile

Websitehttps://thehollandgrp.com/
HQ CityCLEARWATER
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)215,212,800.0
  • RAUM (discretionary)215,212,800.0
  • Actionable assets4,532,755.0
  • Accounts1,628.0

Institutional Clients

  • Government AUM
  • Pension AUM4,036,329.0
  • Charitable AUM
  • HNW AUM

As of 2025-04-11 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.