HOWLAND AND ASSOCIATES, LLC

RIASEC Registered
Total AUM
$128M
Discretionary
$128M
100% of AUM
Avg account
$894K
Accounts
143
Employees
4
Advisory reps
4

Firm details

Headquarters
ST PETERSBURG, Florida
CRD number
106963
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI92.5%
  • Individuals5.22%
  • Corporations / Businesses2.28%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Howland And Associates, LLC is a privately held limited liability company that provides discretionary portfolio management primarily for individuals, families and small businesses, with some institutional relationships. The firm charges clients a fee based on a percentage of assets under management and operates as an owner-managed practice. Investment activity emphasizes equity exposure; the firm does not identify as an active ESG investor and is not described as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

    Director of CommunicationsCRD 7965948

  • Ross Thomas

    DirectorCRD 7372431

  • DORIS HOWLAND

    PresidentCRD 4360903

Unlock 1 more contacts

Wealth teams

FINTRX

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