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- Custodian
- Fidelity/NFS · LPL Financial · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2005
- Office Locations
- 1
Office Locations
About THE Holland Group, Inc.
The Holland Group, Inc. is a San Diego-based advisory firm that emphasizes disciplined, long-term investing, including dollar-cost averaging and investing in durable companies and products. The team is relationship-driven and works with clients through key life junctures, providing portfolio construction, asset allocation and retirement planning, with insurance solutions when appropriate. Portfolios are implemented primarily with ETFs, with custody commonly through Fidelity/NFS.
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Owner & Executives
Michael William Holland
Chief Compliance Officer, Chief Financial Officer, VICE PRESIDENT
- CRD
- #4253836
- Ownership
- 50% but less than 75%
William Robert Holland
Chief Executive Officer, President
- CRD
- #248593
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,426,767 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,426,767 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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