M. S. HOWELLS & CO.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
119
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
104100
Registered since
September 6, 2000

Firm profile

FINTRX

Overview

M. S. Howells & Co. is organized as a corporation and has been SEC-registered since 2000. FINTRX classifies the firm as unclassified and identifies the owner type as a combination of a domestic entity and an individual. The profile indicates the firm is not a capital allocator and is not an active ESG investor. Several typical disclosure fields—client base, fee structure, business activities and advisory activities—are not provided in the available record. FINTRX also flags the adviser as not a multi-state adviser and not a pension consultant or related adviser. The available information is sparse and appears to be incomplete in key areas that would normally clarify client focus and service offerings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 16
  • DANIEL GIBSON

    Founder and CEOCRD 6542700

  • HENK FISCHER

    Managing Partner and Chief Compliance OfficerCRD 4032809

  • TARA KREIZENBECK

    Chief Operating OfficerCRD 7141895

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Contacts

3 of 103
  • Aaron Pruitt

    Registered RepresentativeCRD 6237190

  • BOYONG PARK

    Wealth Advisor, Investment AnalystCRD 6426829

  • JOSHUA GOULD

    Investment Adviser RepresentativeCRD 5876027

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
23350 N Pima Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth