Robert James Mara

9 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate PlanningTax PlanningRetirees

Holland Advisory Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

1,025 clients

Average Client Portfolio

$257K average

Assets Under Management

$263.5M

Fee Structure

Minimum Investment:$40K

Location

700 West Granada Boulevard, Ormond Beach, FL, 32174-9036

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Robert is a 50% owner and partner in RJMWAM Properties, LLC (since November 2021) and RJMWAM Properties II, LLC (since August 2022), both commercial rental property businesses. He dedicates minimal time to each business, handling tasks such as paying taxes, utilities, and insurance coverage.