Overview
Assets Under Management: $139 million
Headquarters: MIDLOTHIAN, VA
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.68
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 337
Discretionary Accounts: 337
Regulatory Filings
CRD Number: 116714
Last Filing Date: 2024-04-01 00:00:00
Website: https://bowenfinancial.com