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Building 2HOWARD FINANCIAL SERVICES, LTD.

Map pinDALLAS, TX
Phone214-346-0785
NotebookSEC #801-46741
Total AUM
$1.4B
Employees
24
Clients
446

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8350 MEADOW ROAD
SUITE 181
DALLAS
TX 75231
United States
Operating Hours
8:OOAM-5:00PM
Monday - Friday
Phone
214-346-0785

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,276
Discretionary
$1.4B
Accounts
1,276
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
151
AUM
$38.4M
HNW Individual Clients
259
AUM
$1.1B
Pooled Vehicle Clients
31
AUM
$224.2M
Charitable Organization Clients
3
AUM
$18.1M
Corporation or Business Clients
2
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLANCNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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