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James Matthew Holland

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC·CHARLOTTE, North Carolina
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3540 TORINGDON WAY, CHARLOTTE, NC 28277CRD# 2181702Firm CRD# 117868
01

About

James Matthew Holland is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
AUM
$1.7B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2181702
Firm CRD# 117868
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Matthew Holland offer?
James Matthew Holland specializes in Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are James Matthew Holland's credentials?
James Matthew Holland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Matthew Holland located?
James Matthew Holland is based in CHARLOTTE, North Carolina, working with MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does James Matthew Holland charge for services?
James Matthew Holland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC?
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC has approximately 6 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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