CRD: 125812
Holland Financial Services, Inc.
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- Custodian
- Charles Schwab & Company · Jefferson National Securities · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-19-2003
- Office Locations
- 1
Office Locations
About Holland Financial Services, Inc.
Holland Financial Services is an Athens, GA advisory firm providing goals-based financial planning and investment management, emphasizing client education, regular reviews, and proactive planning around tax, estate, and Social Security changes. Services include retirement planning, insurance and Medicare guidance, and business succession planning for business owners and entrepreneurs. Portfolios are ETF-centric, complemented by public funds and investment-grade/municipal bonds.
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Owner & Executives
HENRY FORD NELSON HOLLAND
Advisor
- CRD
- #1188037
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,170,990 | -- |
| Non-Discretionary | $7,463,054 | -- |
| Total | $75,634,044 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,634,044
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $211,156,060 | 6.9% |
| Public Funds | $382,529,095 | 12.5% |
| Corporate - Investment Grade | $440,673,517 | 14.4% |
| Municipal Bonds | $486,577,009 | 15.9% |
| Cash | $590,624,923 | 19.3% |
| U.S. Government/Agency | $293,782,345 | 9.6% |
| Other | $654,889,811 | 21.4% |
| Total | $3,060,232,760 | 100.0% |