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| Happy Holidays!! thanks for using AUM13F!! |
| Howe and Rusling Inc
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| CRD # | 104627 |
| SEC # | 801-294 |
| CIK # | 0000769963 |
| AUM | $2.0 B (2025-05-07) |
| Employees | 24 (71% Investors, 0% Brokers) |
| Phone | 585-325-4140 |
| Address | 165 Culver Rd Rochester, NY 14620 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 53.2 | ||
| Broadcom Inc | 51.9 | ||
| Microsoft Corp | 41.1 | ||
| Apple Inc | 31.8 | ||
| Amazon Com Inc | 30.7 | ||
| Facebook Inc | 29.7 | ||
| Nvidia Corp | 27.6 | ||
| Exxon Mobil Corp | 24.7 | ||
| Philip Morris International Inc | 22.3 | ||
| Honeywell International Inc | 21.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 693 | 0.4 |
| (b) Individuals (high net worth individuals) | 510 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 29 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,045 | 2.0 |
| By Discretionary | ||
| Discretionary | 2,908 | 2.0 |
| Non-Discretionary | 137 | 0.1 |
| Total | 3,045 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 3,045 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000769963] |
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