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Holland Bosson Duell (Sheridan)


Holland Bosson Duell is a mid-sized advisory firm based in Sheridan. It manages $4.55 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2001.

Holland Bosson Duell provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Holland Bosson Duell: assets under management

The assets under management (AUM) of Holland Bosson Duell is $4.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1719% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $156.78 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Holland Bosson Duell for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sheridan

The principal office where Holland Bosson Duell performs its advisory services is located at 50 E. Loucks St., #211, Sheridan, WY 82801 The mailing address of the firm is P.O. Box 1085, Sheridan, WY 82801. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-672-6364 or by fax 307-672-6364. The normal business hours are 8am - 5pm on Monday - Friday.


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