Overview
Assets Under Management: $4.3 billion
Headquarters: PONTE VEDRA BEACH, FL
High-Net-Worth Clients: 65
Average Client Assets: $8 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.86
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 204
Discretionary Accounts: 204
Regulatory Filings
CRD Number: 105153
Last Filing Date: 2025-02-27 00:00:00
Website: https://bowenhanes.com