TrueAdvisor
TrueAdvisor
MS
CFP
MS
CFP

Matthew David Sumrall

Holland Advisory Services, INC.
4 Years of Experience
View SEC Summary
View SEC Summary
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

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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.

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Employment History
Current Registrations
Holland Advisory Services, INC.
May 2021 - Present · 4 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.