Howe And Rusling, Inc.
Howe And Rusling, Inc. (CRD# 104627) is a financial advisory firm headquartered in Rochester, NY. They manage $869,116,054 in 1,771 accounts and serve the financial needs of clients across 22 states (or territories).
Total Assets Under Management869MILLION
Total Number of Accounts1,771ACCOUNTS
Average Account Value$490,749
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, CT, FL, IL, KY, MA, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
Samuel King (CRD# 2201237) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 25 years of experience in the finance industry.
Robert Prorok (CRD# 1824505) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has 1 year of experience in the finance industry.