HOWE FINANCIAL ADVISORY, LLC

HOWE FINANCIAL ADVISORY, LLC is an SEC-registered investment adviser (CRD 165709). Regulatory assets under management: $7.4M.

Registration

• CRD: 165709
• Type: Registered investment adviser
• Phone: 206-755-4489
• Latest filing: 2026-03-09
• Regulatory AUM: $7.4M
• Discretionary AUM: $7.4M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165709 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search