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Macey Holland & Co., LLC (Atlanta)


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.

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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.

Macey Holland & Co.: assets under management

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 firm manages $38.51 million in discretionary accounts and $16.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.24 million.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

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.


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