Howland And Associates, LLC (Palmetto)

Name: Howland And Associates, LLC
Address: 4815 Arlington Road, Palmetto, FL, 34221
Telephone: 813-333-2900

Howland And Associates, LLC is an adviser based in Palmetto. It manages $44.67 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2004.

Howland And Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Howland And Associates: assets under management

The assets under management (AUM) of Howland And Associates, LLC is $44.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $485.51 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Howland And Associates, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Howland And Associates, LLC

Doris Sheppard Howland has been acting as President since 1 Jan 2004. Robert Charles Howland joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Janice Jacoby French	Senior vice president	1 Aug 1996	Other	4360906
Doris Sheppard Howland	Chief investment officer	1 Jun 2002	Other	4360903
Doris Sheppard Howland	President	1 Jan 2004	75% - 100%	4360903
Angier Williams Johnston	Vice president	1 Feb 2005	Other	2508021
Angelo Louis Santiago	Senior v.p.	1 May 2006	Other	603514
Robert Charles Howland	Research analyst	1 Jan 2007	Other	5301255
Robert Charles Howland	Vice president	1 Feb 2008	Other	5301255

Based in Palmetto

The principal office where Howland And Associates, LLC performs its advisory services is located at 4815 Arlington Road, Palmetto, FL 34221, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-333-2900 or by fax 813-425-5671. The normal business hours are 9:00-4:30 on Monday - Friday. You can find more information about the New York firm at www.investhowland.com.