Howland and Associates, LLC
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 106963
- Registered since
- August 13, 2026
- Website
- investhowland.com
- 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
FINTRXOverview
Howland And Associates, LLC is an independent, SEC-registered registered investment advisor organized as an LLC and owned by an individual. The firm provides discretionary portfolio management primarily for individuals, families and small businesses, and also serves select institutional clients. Its advisory contracts are structured as a percentage-of-assets fee. Howland reports that it does not position itself as an active ESG investor and is not registered as a multi-state adviser. The firm was recorded as SEC-registered in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities82%
- Cash & Cash Equivalents16%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Doris Howland
PresidentCRD 4360903
Ross Thomas
DirectorCRD 7372431
Robert Howland
Vice President & Portfolio ManagerCRD 5301255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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