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WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
CRD 105959 · SEC 801-31084
6410 POPLAR AVE, SUITE 330, MEMPHIS, TN, 38119-4839, United States
Phone
901-761-5068
Fax
901-761-2217
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$342.1M
Discretionary AUM
$325.5M
Team
10 total employees; 4 advisory reps; 20 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $33.6M |
| High net worth individuals | 73 | $307.7M |
| Pension/profit sharing plans | 9 | $773K |
States served
IL, MS, NY, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD