Rice, Howland Asset Management LLC (Lutz)

Name: Rice, Howland Asset Management LLC
Address: 16025 N. Florida Avenue, Lutz, FL, 33549
Telephone: 813-908-3871

Rice, Howland Asset Management LLC is a large advisory firm based in Lutz. It manages $31.32 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Florida.

Rice, Howland Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rice, Howland Asset Management: assets under management

The assets under management (AUM) of Rice, Howland Asset Management LLC is $31.32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.8 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rice, Howland Asset Management LLC for their services and products based on a percentage of assets under management. 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.

Careers at Rice, Howland Asset Management LLC

James Donald Rice has been acting as President since 1 Jun 2002. Doris Sheppard Howland has served as the Chief Investment Officer since 1 Jun 2002. Llc Rice Asset Management Holdings joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Janice Jacoby French	Senior vice president	1 Aug 1996	Other	4360906
Doris Sheppard Howland	Chief investment officer	1 Jun 2002	Other	4360903
James Donald Rice	President	1 Jun 2002	Other	1414533
Llc Rice Asset Management Holdings	Shareholder	1 Jun 2002	75% - 100%	01-0705925

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
James Donald Rice	Partner	1 Jan 1994	75% - 100%	1414533
Lp Rice Derivative Holdings	Member	1 Jun 2002	75% - 100%	13-3750267

Based in Lutz

The principal office where Rice, Howland Asset Management LLC performs its advisory services is located at 16025 N. Florida Avenue, Lutz, FL 33549 The mailing address of the firm is 15009 North Florida Avenue, #401, Tampa, FL 33613. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-908-3871 or by fax 813-908-3881. The normal business hours are 9:00-4:30 on Monday - Friday. You can find more information about the New York firm at www.investhowland.com.