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HOWLAND CAPITAL MANAGEMENT LLC

75 Federal St, Ste 1100
Boston, Massachusetts 02110-1911
Tel: 617-357-9110

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About HOWLAND CAPITAL MANAGEMENT LLC

HOWLAND CAPITAL MANAGEMENT LLC, formally registered with the SEC as HOWLAND CAPITAL MANAGEMENT LLC. The firm was established in 02/09/1972. They have over 1 offices throughout the country.

HOWLAND CAPITAL MANAGEMENT LLC is a Boston, Massachusetts based Financial Planning firm with nearly $2,776,205,185 assets under management, offering retirement planning & investment advisory services to 1819 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104726
SEC#801-8390
Assets Managed by Firm$2,776,205,185
No. of Clients1819
No. of Advisors32

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (PRIVATE FUND ADMINISTRATION FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total1819$2,776,205,185
Individuals (other than high net worth individuals)1051$1,182,068,888
High net worth individuals103$1,263,898,897
Pension and profit sharing plans6$26,085,596
Charitable organizations26$278,506,997
Corporations or other businesses9$25,644,807

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