Holland Duell Financial Strategies

Holland Duell Financial Strategies (CRD# 108616) is a financial advisory firm headquartered in Sheridan, WY. They manage $14,348,129 in 63 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $227,748
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at Holland Duell Financial Strategies
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.