The HOWARD FINANCIAL SERVICES, LTD. is a privately held investment adviser that advises $1.4Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. HOWARD FINANCIAL SERVICES, LTD. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 81.94% over the last 5-years.
The Group has been registered with the SEC for 32.13 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 8350 MEADOW ROAD SUITE 181, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 18 investment and 6 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $1.4Bn in assets advised are owned by 31 private funds, 0 public funds and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $1.12Bn or 79.9% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $224.19mn or 15.99% of Total Assets.
The Group's top investment strategies include Real Estate, Commodities and Multi Strat, representing 47.57%, 47.35% and 5.08% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 31 private funds with $224.19mn in assets.
The Group discloses fixed fees and management fees.
HOWARD FINANCIAL SERVICES, LTD. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.