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Gregory Holland

O'Hagan Group, Inc.

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About Gregory Holland

Gregory Holland is an investment advisor representative with O'hagan Group, Inc. Gregory is based in Bethlehem, PA, and has been in the industry since 2013. Gregory is registered with the state of Pennsylvania, and has passed the Uniform Investment Adviser Law Examination (Series 65). Gregory has experience with high-net-worth individuals and individuals other than high-net-worth individuals. Gregory Holland specializes in providing financial planning, portfolio management for businesses and individuals.

Firm Information

Gregory Holland is currently registered with O'Hagan Group, Inc.. O'Hagan Group, Inc. is an investment advisor registered with the SEC and located in Bethlehem, PA. They provide financial planning, portfolio management for businesses and individuals, and have approximately $807.67 million in regulatory assets under management. The firm has 8 investment adviser representatives and primarily serves high-net-worth individuals and individuals other than high-net-worth.
O'Hagan Group, Inc.

1429 WEST BROAD STREET

BETHLEHEM, PA 18018

$807.67M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

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

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Gregory Holland’s Registration & Firm History

PA

09/30/2021 - Present

O'Hagan Group, Inc. (BETHLEHEM PA)

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Licenses & Designations

IA

Issued 06/14/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Holland.
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