H
$10.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2026
- Office Locations
- 1
Office Locations
-- Sedona AZ
About Howlett TAX Services, INC
Howlett TAX Services, INC is a Sedona-based RIA. The firm has been operating for 0 years. Managing $10.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Owner & Executives
P
PATRICK RICHARD HOWLETT
President
- CRD
- #1305928
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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