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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-06-1992
- Office Locations
- 1
Office Locations
About Howland Advisory Corporation
Howland Advisory Corporation is a Dallas-based RIA serving clients nationwide with consultative financial planning, wealth planning/management, and tax planning & preparation. Founded in 1991 by G. Dulany Howland, CFP, the firm builds personalized, diversified investment strategies and primarily implements portfolios with ETFs (custodied at Charles Schwab). Howland has been peer-selected by D Magazine as a “Best Financial Planner in Dallas.”
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Investment Themes
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Owner & Executives
GRAFTON DULANY HOWLAND
Investment Advisor, President
- CRD
- #728723
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,748,551 | -- |
| Non-Discretionary | $3,816,468 | -- |
| Total | $29,565,019 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,565,019
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $634,070,197 | 28.4% |
| Cash | $812,681,520 | 36.4% |
| Corporate - Investment Grade | $542,531,894 | 24.3% |
| Municipal Bonds | $243,357,928 | 10.9% |
| Total | $2,232,641,539 | 100.0% |