CRD: 326421
THE Holland Group, Retirement Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2003
- Office Locations
- 1
Office Locations
About THE Holland Group, Retirement Wealth Advisors, LLC
The Holland Group Retirement Wealth Advisors, LLC is an independent RIA in Clearwater, Florida focused on retirement income planning and tax strategies. The firm provides financial planning, wealth management, and estate planning, and also offers annuities, life insurance, and Medicare support. Client assets are held at Schwab and Fidelity, with an Orion client portal; the team publishes the "Retirement Success!" podcast.
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Investment Themes
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Owner & Executives
ELIZABETH ASHTREET HOLLAND
Co-founder
- CRD
- --
- Ownership
- 50% but less than 75%
STEVEN LLOYD HOLLAND
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2171208
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ALLEN LEROY CLAGGETT III
CERTIFIED FINANCIAL PLANNER™, Lead Financial Advisor
- CRD
- #5694090
Joseph Paul Penhallow
Financial Advisor
- CRD
- #7602608
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,055,234 | $157,954 |
| Non-Discretionary | $0 | -- |
| Total | $286,055,234 | $157,954 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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