Howard Wealth Management is an investment advisor in Madison with $258.50 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
831718973
SEC advisor number
801-114237
FINRA CRD number
299052
AUM ?
$258.50 mm
(as of 26 Jul 22)
Accounts
838
(as of 26 Jul 22)
Employees
2
(2 investment advisory or research)
Address
Howard Wealth Management
22 WILLIAMSBURG CIRCLE
MADISON
CT 06443
22 WILLIAMSBURG CIRCLE
MADISON
CT 06443
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
203-421-8339
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Howard, Justin, Scott | Managing Member/chief Compliance Officer | 08/2018 | 50-75% |
Howard, Brett, Lee | Managing Member | 08/2018 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21