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Howe and Rusling, Inc.

● SEC registered since 1941CRD 104627SEC# 801-294Rochester, NY
Export (members)
Reg. AUM
$2.03B
Employees
24
Accounts
3,045
Location
Rochester, NY

Howe and Rusling, Inc. assets under management

Howe and Rusling, Inc. is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 1941. It reports $2 billion in regulatory assets under management and employs 24 people.

Howe and Rusling, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Brian William LesterChief Investment OfficerUnder 5%2023
Casey D. RyanVice President5-10%2004
Craig Douglas Cairns ControlPresident, CeoOver 75%2003
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Frequently asked questions

How much does Howe and Rusling, Inc. manage?

Howe and Rusling, Inc. reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Howe and Rusling, Inc. have?

Howe and Rusling, Inc. reports 24 employees.

Where is Howe and Rusling, Inc. located?

Howe and Rusling, Inc. is based in Rochester, NY and has been SEC-registered since 1941.

Does Howe and Rusling, Inc. disclose fund performance?

Howe and Rusling, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address165 Culver Rd, Suite 100, Rochester, NY 14620
Phone585-325-4140
Fax585-325-7361
Office hours8:30a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK769963
Discloses disciplinary historyNo

Assets under management

Discretionary$1.97B
Non-discretionary$53.6M
Total (RAUM)$2.03B