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HOLLAND ADVISORY SERVICES, INC.
CRD 136302 · SEC 801-110617
700 WEST GRANADA BOULEVARD, ORMOND BEACH, FL, 32174-9036, United States
Phone
386-671-7526
Fax
386-671-7026
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$307.7M
Discretionary AUM
$307.7M
Team
17 total employees; 10 advisory reps; 16 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingFINANCIAL ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 452 | $136.0M |
| High net worth individuals | 74 | $171.6M |
| Pension/profit sharing plans | 1 | $0 |
States served
GA, LA, NY, NC, PA, TN, VA, TX, NH, FL
All web addresses on file
- HTTPS://X.COM/PLANSTRONGER
- HTTPS://WWW.LINKEDIN.COM/COMPANY/HOLLAND-FINANCIAL-INC-/
- HTTPS://WWW.HOLLANDCOLUMN.COM/
- HTTPS://WWW.PLANSTRONGERRADIO.COM
- HTTPS://WWW.PLANSTRONGERTV.COM
- HTTPS://X.COM/REALMONEYSHOW
- HTTPS://WWW.YOUTUBE.COM/USER/THEDAVIDHOLLANDSHOW
- HTTPS://WWW.PLANSTRONGER.COM
- HTTPS://WWW.FACEBOOK.COM/HOLLANDFINANCIAL
- HTTPS://WWW.PINTEREST.COM/HOLLANDFIN/PINS/
Official SEC filing: View on IAPD