Howe And Rusling, Inc.
Howe And Rusling, Inc. (CRD# 104627) is a financial advisory firm headquartered in Rochester, NY. They manage $1,675,101,033 in 2,599 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management1,675MILLION
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Total Number of Accounts2,599ACCOUNTS
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Average Account Value$644,518
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, FL, GA, ID, IL, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
Gregory Farrell (CRD# 4890347) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 18 years of experience in the finance industry.
Eric Udvari (CRD# 6456141) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 8 years of experience in the finance industry.
Craig Cairns (CRD# 2637602) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 27 years of experience in the finance industry.
Mary Paoletti (CRD# 7820257) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has 1 year of experience in the finance industry.
Elizabeth Perry (CRD# 7820274) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has 1 year of experience in the finance industry.
Dylan Potter (CRD# 7368877) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has 1 year of experience in the finance industry.
Casey Ryan (CRD# 2298663) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 30 years of experience in the finance industry.
Sarah Swan (CRD# 7403662) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 2 years of experience in the finance industry.
Ryan Tomko (CRD# 5921803) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Rochester, NY and has over 12 years of experience in the finance industry.