HOLLAND INVESTMENT MANAGEMENT, INC.

RIASEC Registered
Total AUM
$64.1M
Discretionary
$61.5M
96% of AUM
Avg account
$335K
Accounts
191
Employees
3
Advisory reps
2

Firm details

Headquarters
FORT WORTH, Texas
CRD number
159060
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 10%, Private Funds 3%, US Government Bonds 2%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • Private Funds3%
  • US Government Bonds2%

Contacts

2 of 2
  • GARY HOLLAND

    PresidentCRD 2533248

  • KATHERINE NOLTE

    IARCRD 3167977

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth