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Holland Advisory Services, Inc.

● SEC registered since 2017CRD 136302SEC# 801-110617Ormond Beach, FL
Export (members)
Reg. AUM
$263.5M
Employees
19
Accounts
1,024
Location
Ormond Beach, FL

Holland Advisory Services, Inc. assets under management

Holland Advisory Services, Inc. operates as an SEC-registered investment adviser based in Ormond Beach, FL. The firm has been registered since 2017. It reports $263.5 million in regulatory assets under management and employs 19 people.

Holland Advisory Services, Inc. owners & executives

5 reported
NameTitleOwnershipSince
David Dean Holland ControlCeoUnder 5%1997
Holland Financial Inc. ControlOwnerOver 75%2010
Kalon Mark Hoard ControlPresidentUnder 5%2011
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Frequently asked questions

How much does Holland Advisory Services, Inc. manage?

Holland Advisory Services, Inc. reports $263.5 million in regulatory assets under management on its Form ADV.

How many employees does Holland Advisory Services, Inc. have?

Holland Advisory Services, Inc. reports 19 employees.

Where is Holland Advisory Services, Inc. located?

Holland Advisory Services, Inc. is based in Ormond Beach, FL and has been SEC-registered since 2017.

Does Holland Advisory Services, Inc. disclose fund performance?

Holland Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address700 West Granada Boulevard, Ormond Beach, FL 32174-9036
Phone386-671-7526
Fax386-671-7026
Office hours8:30a.m. To 4:30p.m.
SEC regionMiami Regional Office (MIRO)
CIK1890183
Discloses disciplinary historyNo

Assets under management

Discretionary$263.5M
Non-discretionary$0
Total (RAUM)$263.5M