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The Holland Group, Retirement Wealth Advisors, LLC

● SEC registered since 2023CRD 326421SEC# 801-128805Clearwater, FL
Export (members)
Reg. AUM
$215.2M
Employees
10
Accounts
1,628
Location
Clearwater, FL

The Holland Group, Retirement Wealth Advisors, LLC assets under management

The Holland Group, Retirement Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Clearwater, FL. The firm has been registered since 2023. It reports $215.2 million in regulatory assets under management and employs 10 people.
thehollandgrp.comView on SEC.gov ↗

The Holland Group, Retirement Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Elizabeth Ashtreet Holland ControlCo-Founder50-75%2003
Steven Lloyd Holland ControlCeo And Cco50-75%2003

Frequently asked questions

How much does The Holland Group, Retirement Wealth Advisors, LLC manage?

The Holland Group, Retirement Wealth Advisors, LLC reports $215.2 million in regulatory assets under management on its Form ADV.

How many employees does The Holland Group, Retirement Wealth Advisors, LLC have?

The Holland Group, Retirement Wealth Advisors, LLC reports 10 employees.

Where is The Holland Group, Retirement Wealth Advisors, LLC located?

The Holland Group, Retirement Wealth Advisors, LLC is based in Clearwater, FL and has been SEC-registered since 2023.

Does The Holland Group, Retirement Wealth Advisors, LLC disclose fund performance?

The Holland Group, Retirement Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2637 MC Cormick Drive, Suite 101, Clearwater, FL 33759
Phone727-734-3334
Fax727-724-4170
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$215.2M
Non-discretionary$0
Total (RAUM)$215.2M