Howe & Rusling is an investment advisor in Rochester with $1.47 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
160487955
SEC advisor number
801-294
FINRA CRD number
104627
AUM ?
$1.47 bn
(as of 9 Dec 22)
Accounts
1,985
(as of 9 Dec 22)
Employees
21
(16 investment advisory or research)
Address
Howe & Rusling
120 EAST AVE
ROCHESTER
NY 14604
120 EAST AVE
ROCHESTER
NY 14604
Office hours
Monday - Friday, 8:30AM TO 5:00PM
Phone
7163254140
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cairns, Craig, Douglas | President, CEO | 03/2003 | > 75% |
Ryan, Casey, D. | Vice President | 08/2004 | 5-10% |
Sisson, Mary, Lisa | Vice President | 10/2006 | < 5% |
Lambert, Emily, Therese | Chief Compliance Officer, VP Operations | 01/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21