Assets Under Management
$263.5M
Number of Clients
1,025
Number of Advisors
10
Average Client AUM
$257K
AUM per Advisor
$26.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Holland Advisory Services offers investment management using asset allocation and Modern Portfolio Theory. They offer active strategic strategies using mutual funds and ETFs. Financial planning and advice are available on an hourly or flat fee basis. They also provide pension consulting and trustee services.
700 West Granada Boulevard, Ormond Beach, FL, 32174-9036