Stephan
Tow

Howard Capital Management Group, LLC

CRD#1131045
Investment Advisor
in Los Angeles, CA

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About this Advisor

Stephan Tow is a chartered financial consultant working out of Los Angeles, California with a total of 3 years of relevant experience. Tow is an employee of Howard Capital Management Group, LLC. Throughout their career, Tow has worked at Howard Capital Management, Inc, Stephan Tow And Associates Insurance Services, Inc and Howard Capital Management Group, LLC. Tow maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in California. Howard Capital Management Group, LLC is an advisory firm operating out of Los Angeles, CA. The investment advisory business has a total of 16 employees. It has $2 billion in total assets between its 1,375 customer accounts, placing it among the biggest firms in the nation by assets under management. Of its 1,375 customer accounts, 58% are held by high-net-worth investors who have more than $1 million in assets available to invest. Howard Capital Management Group, LLC offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees charged by Howard Capital Management Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

11601 Wilshire Blvd Suite 2000
Los Angeles, CA 90025-1766

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Howard Capital Management Group, LLC Brokerage Details

Total Assets Under Management

$1,683,293,149

CA Average: $7,578,581,321
Total Number of Employees

16

CA Average: 43
Total Number of Accounts

1,375

CA Average: 3,727
Average Account Size

$1,224,213

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Stephan Tow Work History

Stephan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Howard Capital Management Group, LLC

1982 - Present (42 years)

Stephan Tow And Associates Insurance Services, Inc

2011 - 2020 (9 years)

Howard Capital Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephan Tow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Howard Capital Management Group, LLC

Jason Kaplan
Los Angeles, CA
Wallace Fortune
Los Angeles, CA
Matthew Segal
Los Angeles, CA
David Robinson
Los Angeles, CA
Richard Feldstein
Los Angeles, CA
Michael Wissel
Westminster, MD
Stephan Tow
Los Angeles, CA
Howard Segal
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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