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Miranda Renee Mumma

Holland Advisory Services, Inc.

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About Miranda Renee Mumma

Miranda Renee Mumma is a Certified Financial Planner and Chartered Financial Consultant working as an Investment Advisor Representative for Holland Advisory Services, Inc. Miranda has been active in the industry since 2014 and is registered as an Investment Advisor Representative in both Florida and Texas. Miranda holds the Series 65 license, having passed the Uniform Investment Adviser Law Examination in 2019. Miranda is committed to helping her clients achieve their financial goals by providing personalized financial advice and strategies. Miranda is a highly experienced and knowledgeable financial professional who has a passion for helping her clients achieve their financial goals.

Firm Information

Miranda Mumma is currently registered with Holland Advisory Services, Inc.. 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Miranda Mumma’s Registration & Firm History

FL

09/24/2021 - Present

Holland Advisory Services, Inc. (Ormond Beach FL)

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Licenses & Designations

IA

Issued 09/13/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Miranda Renee Mumma.
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