Overview
Assets Under Management: $321 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 69
Average Client Assets: $4 million
Frequently Asked Questions
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105959), WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. is headquartered in MEMPHIS, TN.
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. serves 69 high-net-worth clients according to their SEC filing dated February 22, 2025. View client details ↓
According to their SEC Form ADV, WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. manages $321 million in client assets according to their SEC filing dated February 22, 2025.
According to their SEC Form ADV, WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.67
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 557
Discretionary Accounts: 417
Non-Discretionary Accounts: 140
Regulatory Filings
CRD Number: 105959
Last Filing Date: 2025-02-22 00:00:00
Website: https://whcfa.com