H
$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2013
- Office Locations
- 1
Office Locations
-- Seattle WA
About Howe Financial Advisory, LLC
Howe Financial Advisory, LLC is a Seattle-based RIA. The firm has been operating for 13 years. Managing $7.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$7.4M AVG AUM / ADVISOR
$390.4K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
See the complete signal summary connected to prime.
Premium access reveals conviction themes in glacier matrix.
Unlock to see real insight on legacy catalyst frontier.
See the complete signal summary connected to glacier vital.
See the complete signal summary connected to north.
See the complete signal summary connected to alpha.
Open the full profile to inspect shifts in zenith crest.
Full visibility includes strategy notes for ridge peak.
Asset Classes
Horizon alpha Meridian timber
Client Personas
Radial harbor
Investment Themes
Summit Fusion harbor
Investment Vehicles
Vertex Momentum insight
Services
Value ridge Wave atlas Signal Pioneer signal Radial Fusion prime Matrix ember
Owner & Executives
PATRICIA E HOWE
CFP, Managing Member, Owner
- CRD
- #1163095
- Ownership
- 75% or more
(650) 235-1673
insight.alpha@vitalcapital.com
in linkedin.com/in/signal-vector
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,418,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,418,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,418,000
Equity - Exchange:
16.3% Equity - OTC:
8.8% Cash:
7.6% Municipal Bonds:
7.5% U.S. Government/Agency:
14.9% Corporate - Investment Grade:
22.1% Other:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $78,212,154 | 16.3% |
| Equity - OTC | $42,224,966 | 8.8% |
| Cash | $36,467,016 | 7.6% |
| Municipal Bonds | $35,987,187 | 7.5% |
| U.S. Government/Agency | $71,494,545 | 14.9% |
| Corporate - Investment Grade | $106,042,245 | 22.1% |
| Other | $109,401,051 | 22.8% |
| Total | $479,829,164 | 100.0% |