Howlett Financial & Tax Services, Inc.

Howlett Financial & Tax Services, Inc. (CRD# 126157) is a financial advisory firm headquartered in , . They manage $12,000,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $342,857
Compensation Options
  • A percentage of assets under your management
  • 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
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 Howlett, financial advisor San Jose CA
Patrick R. Howlett
CRD#: 1305928
San Jose, CA

Patrick Howlett (CRD# 1305928) is an Investment Advisor Representative working at Howlett Financial & Tax Services, Inc. in San Jose, CA and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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