WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.

6410 Poplar Ave
Suite 330
Memphis, Tennessee 38119-4839
Tel: 901-761-5068

About WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.

WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC, formally registered with the SEC as WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC. The firm was established in 01/28/1988. They have over 1 offices throughout the country.

WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. is a Memphis, Tennessee based Financial Planning firm with nearly $320,702,874 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105959
SEC#	801-31084
Assets Managed by Firm	$320,702,874
No. of Clients	557
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	557	$320,702,874
Individuals (other than high net worth individuals)	104	$38,967,840
High net worth individuals	69	$281,155,248
Pension and profit sharing plans	9	$579,786

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