The Holland Group, Retirement Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 326421
- SEC number
- 801-128805
- Firm type
- RIA
- Assets under management
- $286.1M as of Mar 18, 2026
- Website
- thehollandgrp.com ↗
- Phone
- 727-734-3334
- Address
- 2637 Mc Cormick Drive, Clearwater, FL, 33759
Advisors at this firm
4 in our index · page 1 of 1
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Allen Leroy ClaggettCRD 5694090 · Clearwater, FLIA Registered
-
Steven Lloyd HollandCRD 2171208 · Clearwater, FLIA RegisteredDisclosure event(s) on record
-
Joseph Paul PenhallowCRD 7602608 · Clearwater, FLIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Michael YounanCRD 7315030 · Clearwater, FLIA RegisteredRegistration inactive
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 326421 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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