Howard Financial Services, based in Dallas, is ranked No. 55 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.4 billion
Accounts Under Management: 1,485
Years in Business: 30
- Physical offices in Texas
- $750,000 minimum asset threshold with exceptions
Leadership and Contact Information:
James Howard, founder and chairman
Rachel Hodges, chief compliance officer
John Howard, managing director and director of investments
hfs-wm.com
8350 Meadow Road, Suite 181, Dallas, TX 75231
(214) 346-0785
