L
CRD: 109096
L.f. Howard Associates INC
Boston, MA, 02116
6172922700
$96.9M Total AUM
$96.4M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Morgan Stanley · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-2000
- Office Locations
- 1
Office Locations
31 St. James Avenue Suite 760 Boston MA
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. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$96.9M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
26.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Upgrade to reveal position-level detail across ridge summit.
Full visibility includes strategy notes for optima matrix quantum.
Upgrade to reveal position-level detail across signal summit.
Premium access reveals conviction themes in atlas value.
Unlock to see real insight on radial horizon.
Upgrade to reveal position-level detail across horizon meridian.
Premium access reveals conviction themes in focus capital.
Open the full profile to inspect shifts in wave momentum.
Asset Classes
Vital Delta Radial
Client Personas
Capital
Investment Themes
Timber Insight
Investment Vehicles
Fusion
Services
Atlas Beacon north Ridge meridian Crest frontier
Owner & Executives
S
SUSANNE CLARKE HOWARD
Chief Compliance Officer, DIRECTOR, President, TREASURER
- CRD
- #4377115
- Ownership
- 75% or more
(670) 681-7468
oak.fusion@horizoncapital.com
in linkedin.com/in/capital-prime
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
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,443,137 | $886,817 |
| Non-Discretionary | $491,164 | $299,252 |
| Total | $96,934,301 | $830,859 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $96,934,301
Equity - Exchange:
36.8% Cash:
23.5% U.S. Government/Agency:
20.1% Municipal Bonds:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,572,689,314 | 36.8% |
| Cash | $1,642,885,839 | 23.5% |
| U.S. Government/Agency | $1,405,191,718 | 20.1% |
| Municipal Bonds | $1,370,236,699 | 19.6% |
| Total | $6,991,003,570 | 100.0% |