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R. Brian Howell & Associates, Inc. (Tacoma)


R. Brian Howell & Associates, Inc. is an adviser based in Tacoma. It manages $22.54 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

R. Brian Howell & Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

R. Brian Howell & Associates: assets under management

The assets under management (AUM) of R. Brian Howell & Associates, Inc. is $22.54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $388.68 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay R. Brian Howell & Associates, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tacoma

The principal office where R. Brian Howell & Associates, Inc. performs its advisory services is located at 6 Tacoma Avenue North, Tacoma, WA 98403, 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 253-759-2914 or by fax 253-759-2577. The normal business hours are 7 am - 5 pm on Monday - Friday.


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