Howlett Tax Services, Inc

Overview

Howlett Tax Services, Inc. is an owner-operated accounting firm that also provides portfolio management services focused on individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a client base described as individual and family investors. Howlett is not set up as a capital allocator and does not identify as an active ESG investor or a multi-state adviser; its regulatory registration year is not listed. Advisory activity is concentrated on portfolio management for individual and small-business clients, with the firm’s classification left unclassified in the snapshot. Business and industry affiliation is rooted in accounting rather than in typical advisory channel designations such as RIA networks or broker-dealers.

Assets & Accounts

Investments & Alternatives