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HOWLAND AND ASSOCIATES, LLC
CRD 106963 · SEC 801-136782
10261 4TH STREET N., ST PETERSBURG, FL, 33716, United States
Phone
813-333-2900
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$138.7M
Discretionary AUM
$138.7M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $3.9M |
| High net worth individuals | 42 | $131.8M |
| Corporations/business entities | 4 | $3.0M |
All web addresses on file
- HTTPS://WWW.INVESTHOWLAND.COM
- HTTPS://WWW.HOWLANDINVEST.COM
- https://www.linkedin.com/in/dee-howland-cfa-6092b0a/
- https://www.youtube.com/@investhowland
- https://www.linkedin.com/in/rob-howland-cfp%C2%AE-84b838370/
- https://www.linkedin.com/in/ross-thomas-46ab528/
- https://www.linkedin.com/in/alex-tavares-250759310/
- https://www.facebook.com/p/Howland-and-Assoc-100057282798116/
Official SEC filing: View on IAPD