Howland Capital Management LLC

Howland Capital Management LLC (CRD# 104726) is a financial advisory firm headquartered in Boston, MA. They manage $1,601,632,578 in 1,239 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,602
    MILLION
  • Total Number of Accounts
    1,239
    ACCOUNTS
  • Average Account Value
    $1,292,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
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.

CA, CT, DC, FL, MA, MD, ME, MO, MT, NH, NJ, NY, OH, PA, RI, SC, VA, VT

Financial Advisors at Howland Capital Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Weston Howland Iii
CRD#: 2735027
Howland Capital Management, Inc., 75 Federal Street, Suite 1100, Boston, MA 02110
96
Wealthminder
score

Weston Howland Iii (CRD# 2735027) is an Investment Advisor Representative working at Howland Capital Management LLC in Boston, MA and has over 21 years of experience in the finance industry.

2
Robert B. Sanders
CRD#: 4301206
75 Federal St, Ste 1100, Boston, MA 02110
96
Wealthminder
score

Robert Sanders (CRD# 4301206) is an Investment Advisor Representative working at Howland Capital Management LLC in Boston, MA and has over 16 years of experience in the finance industry.

3
Thomas V. Quirk
CRD#: 1265747
Howland Capital Management, Inc., 75 Federal Street, Suite 1100, Boston, MA 02110
93
Wealthminder
score

Thomas Quirk (CRD# 1265747) is an Investment Advisor Representative working at Howland Capital Management LLC in Boston, MA and has over 33 years of experience in the finance industry.

4
Charles E. Clapp Iii
CRD#: 1514566
Howland Capital Management, Inc., 75 Federal Street, Suite 1100, Boston, MA 02110
90
Wealthminder
score

Charles Clapp Iii (CRD# 1514566) is an Investment Advisor Representative working at Howland Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Andrew W. Dupee
CRD#: 4558538
75 Federal Street, Suite 1100, Boston, MA 01938
90
Wealthminder
score

Andrew Dupee (CRD# 4558538) is an Investment Advisor Representative working at Howland Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry.

6
Tracy A. Gibbs
CRD#: 4604409
75 Federal Street, Suite 1100, Boston, MA 02110
90
Wealthminder
score

Tracy Gibbs (CRD# 4604409) is an Investment Advisor Representative working at Howland Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry. Tracy Gibbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Francis G. Jackson
CRD#: 5098336
75 Federal Street, Suite 1100, Boston, MA 02110
90
Wealthminder
score

Francis Jackson (CRD# 5098336) is an Investment Advisor Representative working at Howland Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.