Holland Advisory Services, Inc.
Firm details
- Headquarters
- Ormond Beach, Florida
- CRD number
- 136302
- Registered since
- June 12, 2017
- Website
- www.planstronger.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.79%
- Individuals44.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Holland Advisory Services, Inc. is an independent, SEC-registered investment adviser that began registration in 2017 and operates as a corporation owned by a domestic individual/entity. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible across percentage-of-AUM, hourly, and fixed-fee models. Holland reports affiliations with an accountant and an insurance company. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities7%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3
David Holland
CEOCRD 2612007
Kalon Hoard
President and Chief Compliance OfficerCRD 4182008
Robert Mara
Chief Investment OfficerCRD 6622317
Contacts
3 of 8
Matthew Sumrall
Lead ParaplannerCRD 7363901
Miranda Mumma
Associate AdvisorCRD 7179758
Troy Denston
Associate AdvisorCRD 7798486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$73.1M in ETFs
100%
$72.7M
0%
$366K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $23.5M | 31,353 | 32.11% |
Location
Ormond Beach, FL
Volusia
Location
Ormond Beach, FL
Headquartered in Ormond Beach, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Volusia
- Address
- 700 W Granada Blvd
- Time zone
- ET (UTC-5)
- Office locations
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