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HOWARD FINANCIAL
HOWARD FINANCIAL & WEALTH MANAGEMENT, INC.
CRD 155323
5401 BUSINESS PARK S., #112, BAKERSFIELD, CA, 93309, United States
Phone
661-322-5192
Fax
661-322-3743
Registration
— (—)
Source
State registered
Total AUM
$27.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 97 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $19.2M |
| High net worth individuals | 5 | $8.7M |
All web addresses on file
- HTTP://BAKSOCIALSECURITY.COM
- HTTP://HOWARDFINANCIALRADIO.COM
- HTTPS://HOWARDFINANCIALUNIVERSITY.COM
- HTTPS://WWW.FACEBOOK.COM/LANCEHOWARDFINANCIAL
- HTTPS://TWITTER.COM/HOWARDFWM
- HTTP://HOWARDFINANCIALRSVP.COM/
- HTTP://HOWARDFINANCIALCOMRA.COM/
- HTTP://WWW.HOWARDFINANCIALLDI.COM
- HTTP://LANCEHOWARDFINANCIAL.COM
- https://www.instagram.com/howardfinancial/
Official SEC filing: View on IAPD