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
- HNWI92.5%
- Individuals5.22%
- Corporations / Businesses2.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Howland And Associates, LLC is a privately held limited liability company that provides discretionary portfolio management primarily for individuals, families and small businesses, with some institutional relationships. The firm charges clients a fee based on a percentage of assets under management and operates as an owner-managed practice. Investment activity emphasizes equity exposure; the firm does not identify as an active ESG investor and is not described as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 4Alex 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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