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
Website: www.mshowells.com

Firm profile

FINTRX

Overview

M. S. Howells & Co. is organized as a corporation and has been SEC-registered since 2000. Public-facing regulatory attributes list its ownership as a combination of a domestic entity and an individual. The firm is marked as "unclassified" in the snapshot data, and it is not identified as a capital allocator, pension consultant, related adviser, or multi-state adviser. The firm is also not flagged as an active ESG investor. FINTRX notes that the firm did not supply further detail about its business activities or advisory services.

Assets & Accounts

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 16

Daniel Gibson
Founder and CEOCRD 6542700
Henk Fischer
Managing Partner and Chief Compliance OfficerCRD 4032809
Tara Kreizenbeck
Chief Operating OfficerCRD 7141895

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Contacts

3 of 101

Aaron Pruitt
Registered RepresentativeCRD 6237190
Boyong Park
Wealth Advisor, Investment AnalystCRD 6426829
Joshua Gould
Investment Adviser RepresentativeCRD 5876027

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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