Howland And Associates, LLC
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 106963
- 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 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
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
Alex Tavares
Director of CommunicationsCRD 7965948
Ross Thomas
DirectorCRD 7372431

Doris Howland
PresidentCRD 4360903
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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