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 (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
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$78.4M in ETFs
89%
$70M
10%
$8.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $22.8M | 29,706 | 29.00% |
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
Similar firms
Plan to Prosper Wealth Management
RIAOrmond Beach, FL
Compass Financial Advisory Services, LLC
RIAOrmond Beach, FL
Storms & Rowdon Financial Services, Inc.
RIAOrmond Beach, FL
Broadstreet Financial Advisers LLC
RIAOrmond Beach, FL
Northstar Strategic Investments Inc
RIAOrmond Beach, FL
Doma Perpetual Capital Management LLC
RIAMiami, FL