Carlos
Polanco-Rojas
Howard Capital Management, Inc
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About this Advisor
Carlos Polanco-Rojas is a financial advisor based in Roswell, Georgia with a total of 4 years of relevant experience. Polanco-Rojas is an employee of Howard Capital Management, Inc. Their career trajectory has included roles at Covenant Christian Academy, Georgia State University and Howard Capital Management. Polanco-Rojas maintains a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Georgia. Howard Capital Management, Inc is a registered investment company based in Roswell, GA. The firm has offices in two locations and a total of 41 advisors. It oversees $5 billion in total assets between its 14,082 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 14,082 accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. The company has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually are based on the financial services provided. However, fees billed by Howard Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Howard Capital Management, Inc Brokerage Details
$4,530,860,394
41
14,082
$321,748
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Carlos Polanco-Rojas Work History
Carlos has been registered as a financial advisor for 4 years.*
Howard Capital Management
Georgia State University
Georgia State University
Covenant Christian Academy
*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 Carlos Polanco-Rojas 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, Inc
Roswell, GA
Roswell, GA
Roswell, GA
Roswell, GA
Roswell, GA
Canton, GA
Roswell, GA
Roswell, GA
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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