HOWE AND RUSLING, INC.

165 Culver Rd
Suite 100
Rochester, New York 14620
Tel: 585-325-4140

About HOWE AND RUSLING, INC.

HOWE AND RUSLING, INC, formally registered with the SEC as HOWE AND RUSLING, INC. The firm was established in 01/03/1941. They have over 5 offices throughout the country.

HOWE AND RUSLING, INC. is a Rochester, New York based Financial Planning firm with nearly $2,026,253,586 assets under management, offering retirement planning & investment advisory services to 3045 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104627
SEC#	801-294
Assets Managed by Firm	$2,026,253,586
No. of Clients	3045
No. of Advisors	24

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	3045	$2,026,253,586
Individuals (other than high net worth individuals)	693	$351,789,241
High net worth individuals	510	$1,496,442,430
Pension and profit sharing plans	Fewer than 5 clients	$10,263,695
Charitable organizations	29	$83,466,483
Corporations or other businesses	4	$8,951,366

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