THE HOLLAND GROUP, INC.

CRD 135294

701 B STREET, SUITE 1830, SAN DIEGO, CA, 92101, United States

Phone

619-401-8892

Fax

619-270-5399

Registration

— (—)

Source

State registered

Total AUM

$96.4M

Discretionary AUM

$96.4M

Team

3 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-22

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	99	$20.7M
High net worth individuals	29	$75.7M

Official SEC filing: View on IAPD