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 a privately owned limited liability company that manages portfolios on a fee‑for‑assets basis. The firm’s advisory mandate is focused on portfolio management for individuals and small businesses, and it serves both individual/family and institutional clients. Howland does not present itself as an ESG specialist, and its regulatory footprint is limited (not a multi‑state adviser or a pension consultant). The firm reports an owner‑type of “individual,” indicating a small, closely held practice rather than a multi‑partner RIA network.
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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