Coleton Edward Staton

Howard Capital Management, INC.

2 Years of Experience

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

Harrisburg, PA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Howard Capital Management, INC.

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

John Hancock Distributors LLCBroker

August 2019 - January 2020 · 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.