HOWLETT TAX SERVICES, INC

HOWLETT TAX SERVICES, INC is an SEC-registered investment adviser (CRD 332582). Regulatory assets under management: $10.0M.

Registration

• CRD: 332582
• Type: Registered investment adviser
• Phone: 408-532-0604
• Latest filing: 2026-07-30
• Regulatory AUM: $10.0M
• Non-discretionary AUM: $10.0M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332582 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search