HOLLAND INVESTMENT MANAGEMENT, INC.
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 159060
- Website
- www.hollandim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.97%
- Individuals17.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Holland Investment Management, Inc. is an independent registered investment adviser serving individual and family clients with fee-based financial planning and portfolio management. The firm leans heavily toward listed equities and exchange-traded products as the primary building blocks of portfolios, using those liquid instruments to express market exposure and tactical shifts. Service offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting—delivered through a mix of asset-based, hourly and fixed-fee arrangements. Holland Investment Management, Inc. is not positioned as a multi-state or ESG-focused manager and does not operate as a capital allocator; its business model centers on discretionary portfolio management for a relatively small client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities85%
- Cash & Cash Equivalents10%
- Private Funds3%
- US Government Bonds2%
Contacts
2 of 2GARY HOLLAND
PresidentCRD 2533248
KATHERINE NOLTE
IARCRD 3167977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 4415 Tamworth Rd
- Time zone
- CT (UTC-6)
- Office locations
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