Howland And Associates, LLC

RIASEC Registered
Total AUM
$139M
Discretionary
$139M
100% of AUM
Avg account
$2.1M
Accounts
67
Employees
5
Advisory reps
4

Firm details

Headquarters
St Petersburg, Florida
CRD number
106963
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI95.01%
  • Individuals2.83%
  • Corporations / Businesses2.17%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Howland And Associates, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides discretionary portfolio management primarily for individuals, families and small-business owners, charging clients on a percentage-of-assets-under-management basis. Its practice is concentrated on direct portfolio advisory rather than institutional consulting, and the firm does not identify itself as an active ESG investor or as a multi-state or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 16%, US Government Bonds 1%, Investment Grade Corp Bonds 1%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents16%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

3 of 4
  • Alex Tavares

    Alex Tavares

    Director of CommunicationsCRD 7965948

  • Ross Thomas

    DirectorCRD 7372431

  • Doris Howland

    Doris Howland

    PresidentCRD 4360903

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region
South
County
Pinellas
Address
10261 4th St N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth