CRD: 106963
Howland AND Associates, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Atlas
- Established Date
- 03-09-1993
- Office Locations
- 2
Office Locations
About Howland AND Associates, LLC
Howland and Associates Wealth Concierge is an independent, family-owned fiduciary RIA in St. Petersburg, FL, building customized, resilient and tax-efficient portfolios for families, professionals and retirees. Founded by Dee S. Howland, CFA, with CFP leadership, the team applies valuation-driven fundamental research, portfolio construction and risk management with hands-on trading. Portfolios are largely ETF-based, and clients have direct access to the decision-makers.
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Custodian
Investment Themes
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Technology
Owner & Executives
DORIS SHEPPARD HOWLAND
President
- CRD
- #4360903
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ROBERT CHARLES HOWLAND
--
- CRD
- #5301255
Alex L Tavares
Director of Communications
- CRD
- #7965948
Atlas crest
Insight delta
- CRD
- #88458
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,894,270 | $485,511 |
| Non-Discretionary | $0 | -- |
| Total | $127,894,270 | $485,511 |
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Separately Managed Accounts
Total SMA Asset: $127,894,270
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,953,136,404 | 39.2% |
| Cash | $1,325,897,977 | 17.6% |
| Corporate - Investment Grade | $2,410,723,595 | 32.0% |
| U.S. Government/Agency | $843,753,259 | 11.2% |
| Total | $7,533,511,235 | 100.0% |