Holland Advisory Services, Inc.

RIASEC Registered
Total AUM
$308M
Discretionary
$308M
100% of AUM
Avg account
$290K
Accounts
1,060
Employees
17
Advisory reps
13

Firm details

Headquarters
Ormond Beach, Florida
CRD number
136302
Registered since
June 12, 2017
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

FINTRX

Overview

Holland Advisory Services, Inc. is an independent, SEC-registered investment adviser (registered in 2017) that serves both individual/family and institutional clients. The firm operates as a corporation and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements. Holland Advisory maintains professional relationships with accountants and insurance companies as part of its referral and service network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 7%, Cash & Cash Equivalents 5%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 23

Active vs passive

$78.4M in ETFs

Passive

89%

$70M

Active

10%

$8.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$22.8M29,70629.00%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth