linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Holland Advisory Services, Inc.

Headquartered in ORMOND BEACH, FL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Holland Advisory Services, Inc. is an investment advisor based in Ormond Beach, Florida, with 8 licensed agents and 7 investment advisor representatives. The firm has approximately $232.5 million in regulatory assets under management, with a majority of its clients being individuals other than high-net-worth individuals. They offer financial planning, pension consulting, and portfolio management services for individuals and corporations.

Holland Advisory Services, Inc.

700 WEST GRANADA BOULEVARD

ORMOND BEACH, FL 32174-9036

$232.52M

Assets Under Management

29

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial advice

Financial advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

HOLLAND ADVISORY SERVICES, INC. has a total of 2 branch locations across the country.
location

ORMOND BEACH, FL

location

Ormond Beach, FL

Advisors at Holland Advisory Services, Inc.

View All 8 Advisors
Unclaimed
Troy Denston

RA

Ormond Beach, FL

View Profile
Unclaimed
Amy Louise Williamson

CFP®, CFC®, RA

ORMOND BEACH, FL

View Profile
Unclaimed
Anthony John Hayes

RA

Daytona Beach, FL

View Profile
Unclaimed
Matthew David Sumrall

CFP®, RA

ORMOND BEACH, FL

View Profile
Unclaimed
Kalon Mark Hoard

CFP®, RA

ORMOND BEACH, FL

View Profile
Unclaimed
Jenny Marie Hinkle

RA

View Profile
Unclaimed
Beverly L Neel

RA

View Profile
Unclaimed
Robert James Mara

RA

ORMOND BEACH, FL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Holland Advisory Services, Inc. is right for you?

Disclosures

There are no public disclosures for Holland Advisory Services, Inc..

Frequently Asked Questions (12)

Not sure if Holland Advisory Services, Inc. is right for you?