Howe and Rusling, Inc.
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 104627
- Registered since
- January 3, 1941
- Website
- www.howeandrusling.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.07%
- Individuals16.38%
- Charitable Organizations4.15%
- Insurance Companies3.08%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Howe and Rusling, Inc. is an independent, SEC-registered investment adviser (registered with the SEC in 1941) that serves both individual/family and institutional clients. The firm operates as a corporation with individual ownership and identifies itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, and the publication of periodicals or newsletters. Fee arrangements combine an asset-based percentage and fixed fees. The firm indicates active consideration of ESG factors in its investment process and lists professional ties to accountants and law firms.
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 Equities67%
- Investment Grade Corp Bonds14%
- US Government Bonds7%
- State & Local Bonds7%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Brian Lester
Chief Investment OfficerCRD 3182010
Contacts
3 of 11
Eric Udvari
Wealth ManagerCRD 6456141
Craig Cairns
PresidentCRD 2637602
Casey Ryan
Vice President, Senior Portfolio ManagerCRD 2298663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 309Active vs passive
$653M in ETFs
97%
$635M
<1%
$18.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $77.1M | 208,470 | 11.81% |
Location
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 165 Culver Rd
- Time zone
- ET (UTC-5)
- Office locations
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