Howe and Rusling, Inc.

EST. AUM
$2,435,230,959

CONTACTS
14

CLIENT ACCOUNTS
3,397

Firm Details

Metro area Rochester
CRD Number 104627
Website howeandrusling.com
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Overview

Howe & Rusling, Inc. is an independent, fee-only Registered Investment Adviser with roots dating back to 1930. Based in Rochester, NY—with additional offices in Colorado Springs and Boise. Howe & Rusling primarily researches and selects their own individual securities, especially within their equity strategies. Rarely use external managers, and these are limited to occasional ETF or sub-advisory use, especially for ESG- or niche-focused investments.

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See in Dakota

Investment Preferences

See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Howe and Rusling, Inc.

Platform Details

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