Howard Capital Management Group, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 310510
- Registered since
- September 21, 2020
- Website
- www.howardcm.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.42%
- Corporations / Businesses18.75%
- Charitable Organizations3.28%
- Individuals3.17%
- Pension & Profit Sharing Plans0.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Howard Capital Management Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory work focuses on portfolio management for individuals and small businesses and for business or institutional clients. The firm reports no active ESG investing program.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds18%
- Public Funds/Mutual Funds10%
- US Government Bonds8%
- Cash & Cash Equivalents5%
Contacts
3 of 3
Michael Wissel
Managing DirectorCRD 4119090
Jason Kaplan
Managing PartnerCRD 2631055
David Robinson
PresidentCRD 2665281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$443M in ETFs
99%
$440M
<1%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $108M | 141,174 | 24.30% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11601 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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