RIA Intel›Advisers›California›THE HOLLAND GROUP, INC.

THE HOLLAND GROUP, INC.

Advisory

SAN DIEGO, CA

Data as of May 22, 2026 · Source: SEC Form ADV

Rank in CA

#2,841

of 5,480 advisers by AUM

Average account

$753K

across 128 accounts

AUM per adviser

$96M

1 advisers

Source: SEC Form ADV. Figures as filed May 22, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients128

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

128 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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