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L.F. Howard Associates Inc (Boston)


L.F. Howard Associates Inc is an adviser based in Boston. It manages $34.9 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts and New York.




L.F. Howard Associates provides portfolio management for individuals and small businesses and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

L.F. Howard Associates: assets under management

The assets under management (AUM) of L.F. Howard Associates Inc is $34.9 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.7 million in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $886.82 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $299.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay L.F. Howard Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where L.F. Howard Associates Inc performs its advisory services is located at 31 Saint James Ave. Suite 760, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-292-2700 or by fax 617-292-2720. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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