Howlett Financial & Tax Services, Inc.

Howlett Financial & Tax Services, Inc. (CRD# 126157) is a financial advisory firm headquartered in Nipomo, CA. They manage $24,000,000 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $137,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
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

Financial Advisors at Howlett Financial & Tax Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Patrick R. Howlett
CRD#: 1305928
San Jose, CA
93
Wealthminder
score

Patrick Howlett (CRD# 1305928) is an Investment Advisor Representative working at Howlett Financial & Tax Services, Inc. in San Jose, CA and has over 32 years of experience in the finance industry.

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