TrueAdvisor
TrueAdvisor
BP
BP

Byron Lee Preuss

Howard Capital Management, INC.
22 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Howard Capital Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$660K average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

555 Sun Valley Drive, Suite 84, Roswell, GA, 30076

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History

Regulatory History (1)
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Customer Dispute
April 2011
Pending
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Other Business Activities

Byron writes asset allocation plans for Cambridge Legacy Advisors and works as an outside sales agent for Howard Capital Management's advisory money management programs. The Howard Capital Management role takes nearly full-time.

Employment History
Current Registrations
Howard Capital Management, INC.
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Cambridge Legacy Advisors, INC.
September 2004 - December 2012 · 8 yrs 3 mos
Ims Financial Advisors, INC.
May 2004 - September 2004 · 4 mos
Ims Securities, Inc.dba Ims Financial Advisors, INC
December 2003 - September 2004 · 9 mos
Estate Resources INC
January 2003 - November 2003 · 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.