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G. Dulany Howland Advisory Corporation (Dallas)


G. Dulany Howland Advisory Corporation is an adviser based in Dallas. It manages $28.67 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001.




G. Dulany Howland Advisory Corporation provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

G. Dulany Howland Advisory Corporation: assets under management

The assets under management (AUM) of G. Dulany Howland Advisory Corporation is $28.67 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 $19.56 million in discretionary accounts and $9.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $455.57 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay G. Dulany Howland Advisory Corporation 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 Dallas

The principal office where G. Dulany Howland Advisory Corporation performs its advisory services is located at 6116 North Central Expressway, Dallas, TX 75206, 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 214-363-4900 or by fax 214-363-4954. The normal business hours are by appointment only on Monday - Friday.


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