Tully & Holland, Incorporated

Overview

Tully & Holland, Incorporated is organized as a corporation and has been SEC-registered since 1992. The firm's ownership is listed as individual-owned and its FINTRX classification is unclassified. The public record identifies several negative flags: it is not listed as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. FINTRX provides little detail about the firm’s business lines, fee schedule, client types, or advisory activities. That limited disclosure makes it difficult to characterize the firm’s target clientele or service model from available data alone.

Assets & Accounts