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- Custodian
- Fidelity/NFS · Morgan Stanley · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-2000
- Office Locations
- 1
Office Locations
About L.f. Howard Associates INC
L.f. Howard Associates INC is a Boston-based RIA. The firm has been operating for 26 years. Managing $96.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Morgan Stanley.
Reported data analysis
What the numbers show
Between July 28, 2011 and March 30, 2012, reported AUM increased 5.5%, from $33.1M to $34.9M.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 1 advisory representatives and 29 clients, or 29 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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Owner & Executives
SUSANNE CLARKE HOWARD
Chief Compliance Officer, DIRECTOR, President, TREASURER
- CRD
- #4377115
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,443,137 | $886,817 |
| Non-Discretionary | $491,164 | $299,252 |
| Total | $96,934,301 | $830,859 |
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Separately Managed Accounts
SMA allocation detail is available
L.f. Howard Associates INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.