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HOWLAND CAPITAL MANAGEMENT LLC

BOSTON, MA · CRD 104726 · IAPD ↗ · 617-357-9110

$3.74BRegulatory AUM
11Advisory reps
35Employees
0Clients
More than 500Planning clients
6Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2025 — HOWLAND CAPITAL MANAGEMENT LLC notice-filed in DE, MT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — HOWLAND CAPITAL MANAGEMENT LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2024 — HOWLAND CAPITAL MANAGEMENT LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
April 2024 — HOWLAND CAPITAL MANAGEMENT LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
April 2024 — HOWLAND CAPITAL MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.