CRD: 159060
Holland Investment Management, Inc.
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- Custodian
- Charles Schwab & Company · Goldman Sachs · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-19-2011
- Office Locations
- 2
Office Locations
About Holland Investment Management, Inc.
Holland Investment Management is a Fort Worth, TX RIA providing wealth management and 401(k) plan consulting for individuals and corporate plan sponsors. The firm builds portfolios with a strong ETF orientation and supports Schwab-custodied client access. Led by president/CCO Gary Neal Holland, it highlights adviser experience and recognition as a 13-year Five Star Wealth Manager award winner.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GARY NEAL HOLLAND
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2533248
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KATHERINE ELAINE NOLTE
Investment Advisor Representative
- CRD
- #3167977
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,471,486 | $378,571 |
| Non-Discretionary | $2,607,898 | -- |
| Total | $64,079,384 | $378,571 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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