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L.F. HOWARD ASSOCIATES INC
CRD 109096 · SEC 801-57485
31 SAINT JAMES AVE. SUITE 760, BOSTON, MA, 02116, United States
Phone
617-292-2700
Fax
617-292-2720
Registration
— (—)
Source
State registered
Total AUM
$96.9M
Discretionary AUM
$96.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING, TRUSTEE,EXECUTOR
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)CONSULTING, TRUST-ESTATE ADM.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.1M |
| High net worth individuals | 23 | $94.4M |
| Corporations/business entities | 2 | $1.4M |
Official SEC filing: View on IAPD