← Back to searchVisit website
HOWE AND RUSLING, INC.
CRD 104627 · SEC 801-294
165 CULVER RD, SUITE 100, ROCHESTER, NY, 14620, United States
Phone
585-325-4140
Fax
585-325-7361
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.44B
Discretionary AUM
$2.38B
Team
26 total employees; 17 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 743 | $398.8M |
| High net worth individuals | 608 | $1.85B |
| Charitable organizations | 37 | $101.0M |
| Insurance companies | 6 | $75.1M |
| Corporations/business entities | 3 | $7.7M |
States served
VT, AZ, CA, CO, GA, ID, IL, KY, LA, ME, MD, MA, MI, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WI, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD