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.
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 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.
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.
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.