Howard And Mcinnes Inc (Jackson)

Howard And Mcinnes Inc is a large advisory firm based in Jackson. It manages $29.71 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Mississippi.

Howard And Mcinnes provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Howard And Mcinnes: assets under management

The assets under management (AUM) of Howard And Mcinnes Inc is $29.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Howard And Mcinnes Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Howard And Mcinnes Inc

Judith Baldwin Howard has been acting as President since 1 May 1989. Beverly Thompson Mcinnes joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Judith Baldwin Howard	President/director	1 May 1989	50% - 75%	844595
Robert Wright Mcinnes	Chairman/director	1 May 1989	25% - 50%	328353
Beverly Thompson Mcinnes	Shareholder	1 Sep 2001	25% - 50%	1575672

Based in Jackson

The principal office where Howard And Mcinnes Inc performs its advisory services is located at 820 Trustmark Bldg, Jackson, MS 39201 The mailing address of the firm is P. O. Box 22866, Jackson, MS 39225 2866. It doesn’t run an office outside of the United States.