Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > HOWARD FINANCIAL SERVICES, LTD.
HOWARD FINANCIAL SERVICES, LTD.
8350 Meadow Road
Suite 181
Dallas, Texas 75231
Tel: 214-346-0785
About HOWARD FINANCIAL SERVICES, LTD.
HOWARD FINANCIAL SERVICES, LTD, formally registered with the SEC as HOWARD FINANCIAL SERVICES, LTD. The firm was established in 06/23/1994. They have over 1 offices throughout the country.
HOWARD FINANCIAL SERVICES, LTD. is a Dallas, Texas based Financial Planning firm with nearly $1,281,308,335 assets under management, offering retirement planning & investment advisory services to 1430 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107978 |
| SEC# | 801-46741 |
| Assets Managed by Firm | $1,281,308,335 |
| No. of Clients | 1430 |
| No. of Advisors | 23 |
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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1430 | $1,281,308,335 |
| Individuals (other than high net worth individuals) | 176 | $35,357,859 |
| High net worth individuals | 305 | $1,009,684,808 |
| Charitable organizations | Fewer than 5 clients | $31,216,410 |
| Corporations or other businesses | Fewer than 5 clients | $498,038 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Dallas, Texas