Overview
Assets Under Management: $139 million
Headquarters: MIDLOTHIAN, VA
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Frequently Asked Questions
BOWEN FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116714), BOWEN FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
BOWEN FINANCIAL SERVICES, LLC is headquartered in MIDLOTHIAN, VA.
BOWEN FINANCIAL SERVICES, LLC serves 48 high-net-worth clients according to their SEC filing dated April 01, 2024. View client details ↓
According to their SEC Form ADV, BOWEN FINANCIAL SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BOWEN FINANCIAL SERVICES, LLC manages $139 million in client assets according to their SEC filing dated April 01, 2024.
According to their SEC Form ADV, BOWEN FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
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