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Building 2WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.

Map pinMEMPHIS, TN
Phone901-761-5068
NotebookSEC #801-31084
Total AUM
$342.1M
Employees
10
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6410 POPLAR AVE
SUITE 330
MEMPHIS
TN 38119-4839
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
901-761-5068

ReceiptFinancials

Total AUM
$342.1M
Accounts
543
Discretionary
$325.5M
Accounts
400
Non-Discretionary
$16.5M
Accounts
143

ContactClients

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Individual Clients
94
AUM
$33.6M
HNW Individual Clients
73
AUM
$307.7M
Pension/Profit Sharing Plan Clients
9
AUM
$773.2K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
FLILMSNYTNTX

HandshakeAffiliates

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

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