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| Howe and Rusling Inc
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| CRD # | 104627 |
| SEC # | 801-294 |
| CIK # | 0000769963 |
| AUM | 2,435.2 M (2026-05-12) |
| Employees | 26 (65% Investors, 0% Brokers) |
| Phone | 585-325-4140 |
| Address | 165 Culver Rd Rochester, NY 14620 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000769963 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 54.8 | ||
| Broadcom Inc | 50.0 | ||
| Apple Inc | 42.3 | ||
| Microsoft Corp | 33.3 | ||
| Nvidia Corp | 32.0 | ||
| Amazon Com Inc | 30.5 | ||
| Honeywell International Inc | 27.7 | ||
| FPL Group Inc | 24.8 | ||
| Facebook Inc | 23.8 | ||
| TJX Companies Inc /DE/ | 21.8 | ||
| Intercontinentalexchange Group Inc | 21.4 | ||
| Alphabet Inc | 20.8 | ||
| Philip Morris International Inc | 19.7 | ||
| AbbVie Inc | 19.0 | ||
| Morgan Stanley | 15.6 | ||
| PepsiCo Inc | 15.5 | ||
| Goldman Sachs Group Inc | 15.5 | ||
| Caseys General Stores Inc | 15.3 | ||
| Coca Cola Co | 15.2 | ||
| McDonalds Corp | 15.2 | ||
| Caterpillar Inc | 14.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 743 | 0.4 |
| (b) Individuals (high net worth individuals) | 608 | 1.9 |
| (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 | 37 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,397 | 2.4 |
| By Discretionary | ||
| Discretionary | 3,365 | 2.4 |
| Non-Discretionary | 32 | 0.1 |
| Total | 3,397 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 3,397 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000769963] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
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