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William Howard & Co. Financial Advisors, Inc.

● SEC registered since 1988CRD 105959SEC# 801-31084Memphis, TN
Export (members)
Reg. AUM
$320.7M
Employees
10
Accounts
557
Location
Memphis, TN

William Howard & Co. Financial Advisors, Inc. assets under management

William Howard & Co. Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 1988. It reports $320.7 million in regulatory assets under management and employs 10 people.
www.whcfa.comView on SEC.gov ↗

William Howard & Co. Financial Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
James Michael Cullen ControlChief Compliance OfficerUnder 5%2021
Randal Edmond EllzeyVice President - Secretary/TreasurerUnder 5%2004
William Barker Howard ControlCeo/PresidentOver 75%1987

Frequently asked questions

How much does William Howard & Co. Financial Advisors, Inc. manage?

William Howard & Co. Financial Advisors, Inc. reports $320.7 million in regulatory assets under management on its Form ADV.

How many employees does William Howard & Co. Financial Advisors, Inc. have?

William Howard & Co. Financial Advisors, Inc. reports 10 employees.

Where is William Howard & Co. Financial Advisors, Inc. located?

William Howard & Co. Financial Advisors, Inc. is based in Memphis, TN and has been SEC-registered since 1988.

Does William Howard & Co. Financial Advisors, Inc. disclose fund performance?

William Howard & Co. Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6410 Poplar Ave, Suite 330, Memphis, TN 38119-4839
Phone901-761-5068
Fax901-761-2217
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$303.8M
Non-discretionary$16.9M
Total (RAUM)$320.7M