M. S. Howells & Co

Broker-DealerFINRA MemberEst. 2000
Total AUM
—
Advisory reps
117
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. Public records identify ownership as a mix of a domestic entity and an individual, but the firm is categorized as "unclassified" in the available dataset. The firm does not appear to operate as a capital allocator and is not flagged as an active ESG investor. The dataset contains no substantive description of the firm's advisory services, investment approach, client segments, or fee schedule. Filings also indicate the adviser is not designated as a multi-state adviser, is not newly formed, and does not serve as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 16
  • John Hayes

    John Hayes

    Chief Compliance OfficerCRD 5138331

  • Henk Fischer

    Henk Fischer

    Managing Partner and Chief Compliance OfficerCRD 4032809

  • Joseph Romano

    Joseph Romano

    President, Chief Operating Officer, Founding PartnerCRD 4140354

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Contacts

3 of 101
  • Alexander Snyder

    Alexander Snyder

    Registered RepresentativeCRD 5678518

  • Bryan Pettit

    Bryan Pettit

    Investment AdvisorCRD 5696287

  • Amy Koch

    Amy Koch

    Senior Vice President, Financial AdvisorCRD 5741661

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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