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 is registered with the SEC as of 2000. Public records list its ownership as a combination of a domestic entity and an individual. The firm’s regulatory filings classify it as “unclassified” and provide limited detail about its business model; fields for fee structure, client types and core advisory activities are not populated in available records. Filings indicate the firm does not identify as a capital allocator, is not an active ESG investor, and does not describe itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • Daniel Gibson

    Daniel Gibson

    Founder and CEOCRD 6542700

  • Henk Fischer

    Henk Fischer

    Managing Partner and Chief Compliance OfficerCRD 4032809

  • Tara Kreizenbeck

    Tara Kreizenbeck

    Chief Operating OfficerCRD 7141895

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Contacts

3 of 101
  • Aaron Pruitt

    Registered RepresentativeCRD 6237190

  • Boyong Park

    Boyong Park

    Wealth Advisor, Investment AnalystCRD 6426829

  • Joshua Gould

    Joshua Gould

    Investment Adviser RepresentativeCRD 5876027

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Wealth teams

FINTRX

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