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 27 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, HI, 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 19 years of experience in the finance industry.
Eric Udvari (CRD# 6456141) is an Investment Advisor Representative working at Howe And Rusling, Inc. in Boise, ID and has over 9 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 Fayetteville, 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 3 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 13 years of experience in the finance industry.