Overview
Assets Under Management: $356 million
High-Net-Worth Clients: 94
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 930
Discretionary Accounts: 930
Regulatory Filings
CRD Number: 299052
Last Filing Date: 2025-03-03 00:00:00
Website: https://howardwealthmanagement.com