THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC of CLEARWATER, FL is an SEC-registered investment adviser (CRD 326421). Regulatory assets under management: $286.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Steven Lloyd Holland | CEO AND CCO | — |
| Elizabeth Ashtreet Holland | CO-FOUNDER | — |
| HOLLAND STEVEN LLOYD | CEO AND CCO | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |