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HOLLAND FINANCIAL SERVICES, INC.
CRD 125812
1 HUNTINGTON ROAD, SUITE 804, ATHENS, GA, 30606, United States
Phone
706-369-8888
Fax
706-208-1600
Registration
— (—)
Source
State registered
Total AUM
$75.6M
Discretionary AUM
$68.2M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $27.9M |
| High net worth individuals | 25 | $40.0M |
| Pension/profit sharing plans | 5 | $7.5M |
All web addresses on file
Official SEC filing: View on IAPD