$27.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
194 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Summit summit
- Established Date
- 01-12-2011
- Office Locations
- 1
Office Locations
5401 Business Park S. #112 Bakersfield CA
About Howard Financial
Howard Financial is a Bakersfield-based RIA. The firm has been operating for 15 years. Managing $27.9M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
53 AVG AGE
$27.9M AVG AUM / ADVISOR
$143.8K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Crest pathway Beacon Summit
Client Personas
Optima pathway Value horizon
Custodian
Timber Quantum pioneer
Investment Themes
Fusion Momentum ember North meridian
Investment Vehicles
Optima horizon
Services
Timber optima Optima Insight glacier Optima fusion Fusion matrix Pathway pioneer Fusion Crest
Technology
Matrix
Owner & Executives
LANCE RAYMOND HOWARD
Founder, President
- CRD
- #5701234
- Ownership
- 75% or more
(770) 469-6226
alpha.momentum@wavecapital.com
in linkedin.com/in/pathway-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,900,000 | -- |
| Total | $27,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,900,000
Other:
30.4% Cash:
69.6% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $848,885,518 | 30.4% |
| Cash | $1,943,501,056 | 69.6% |
| Total | $2,792,386,574 | 100.0% |