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Building 2HOWARD WEALTH MANAGEMENT, LLC

Map pin
Phone203-421-8339
NotebookSEC #801-114237
Total AUM
$397M
Employees
2
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
203-421-8339
Other Offices
1

ReceiptFinancials

Total AUM
$397M
Accounts
924
Discretionary
$397M
Accounts
924
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
142
AUM
$52M
HNW Individual Clients
95
AUM
$329M
Pension/Profit Sharing Plan Clients
1
AUM
$5M
Corporation or Business Clients
11
AUM
$11M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION, ADVISORY CONSULTING, FAMILY OFFICE & WEALTH PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILLAMANHNJNYOHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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