Howland and Associates, LLC

EST. AUM
$138,704,932

CONTACTS

CLIENT ACCOUNTS
67

Firm Details

Metro area Tampa
CRD Number 106963
Website investhowland.com
Client types

Overview

Howland and Associates, LLC is a St. Petersburg, Florida-based registered investment adviser providing customized investment portfolio management. The firm traces its founding to 1992 under Dee S. Howland, CFA®. It primarily serves families, professionals, retirees, trusts and other private-wealth clients. Its investment process uses fundamental research and proprietary portfolio models tailored to client goals, risk tolerance and investment horizons. The firm manages taxable portfolios, trusts, retirement assets and family foundations and emphasizes tax-aware portfolio management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Howland and Associates, LLC

Platform Details

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