The Holland Group, Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 135294
- Website
- www.hollandgroupinc.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.48%
- Individuals21.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Holland Group, Inc. is a small, owner-operated advisory firm that serves individual and family clients, with a focus on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not present itself as an active ESG investor. Its operating footprint appears limited to a single office and it is not designated 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
- Exchange Traded Equities96%
- Public Funds/Mutual Funds4%
Contacts
2 of 2
Michael Holland
Registered Executive AssistantCRD 4253836
William Holland
Registered AssistantCRD 248593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 701 B St
- Time zone
- PT (UTC-8)
- Office locations
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