Howe and Rusling Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Howe and Rusling, federally registered in 1941, is a Registered Investment Advisor (RIA) in 25 state(s) with a licensed staff of 1 advisors. Howe and Rusling manages $1.2 billion and provides investment advisory services for 831 clients (1:831 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,417,354
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:831
Headquarters 120 East Ave Rochester, NY 14604
SEC Filings Forms and Brochures    (CRD # 104627)
State(s) Registered AZ, CA, CO, CT, FL, GA, IL, KY, LA, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA, WA

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