Macey Holland & Co., LLC is a large advisory firm based in Atlanta. It manages $54.72 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia and Louisiana.
Macey Holland & Co. provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Macey Holland & Co., LLC is $54.72 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Macey Holland & Co., LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The principal office where Macey Holland & Co., LLC performs its advisory services is located at 4200 Northside Parkway, Atlanta, GA 30327, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-812-7090 or by fax 404-812-0308. The normal business hours are 9a.m.-5p.m. on Monday - Friday. You can find more information about the New York firm at www.maceyholland.com.