THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
CRD #326421 SEC #801-128805 CLEARWATER, FL 727-734-3334
SEC Registered
Total AUM
$215.2M
Discretionary
$215.2M
Employees
10
Clients
--
Accounts
1,628
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLLAND, STEVEN, LLOYD | I | CEO AND CCO | E | Control |
| HOLLAND, STEVEN, LLOYD | I | CEO AND CCO | E | Control |
| HOLLAND, STEVEN, LLOYD | I | CEO AND CCO | E | Control |
| HOLLAND, STEVEN, LLOYD | I | CEO AND CCO | E | Control |
| HOLLAND, STEVEN, LLOYD | I | CEO AND CCO | E | Control |
| HOLLAND, STEVEN, LLOYD | I | CEO AND CCO | E | Control |
| HOLLAND, ELIZABETH, ASHTREET | I | CO-FOUNDER | D | Control |
| HOLLAND, ELIZABETH, ASHTREET | I | CO-FOUNDER | D | Control |
| HOLLAND, ELIZABETH, ASHTREET | I | CO-FOUNDER | D | Control |
| HOLLAND, STEVEN, LLOYD | I | CEO AND CCO | D | Control |
| HOLLAND, STEVEN, LLOYD | I | CEO AND CCO | D | Control |
| HOLLAND, STEVEN, LLOYD | I | CEO AND CCO | D | Control |
Registrations
Federal
IA
Apr 11, 2025 REGISTERED
Notice Filings (3)
FL GA TX
Address
2637 MC CORMICK DRIVESUITE 101
CLEARWATER, FL 33759
United States
Phone: 727-734-3334