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).

By the Numbers
  • Total Assets Under Management
    869
    MILLION
  • Total Number of Accounts
    1,771
    ACCOUNTS
  • Average Account Value
    $490,749
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IL, KY, MA, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA

Financial Advisors at Howe And Rusling, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Samuel R. King
CRD#: 2201237
120 East Ave, Rochester, NY 14604
93
Wealthminder
score

Samuel King (CRD# 2201237) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 24 years of experience in the finance industry.

2
Robert J. Prorok
CRD#: 1824505
120 East Ave, Rochester, NY 14604
87
Wealthminder
score

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.

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