Overview
Assets Under Management: $4.3 billion
Headquarters: PONTE VEDRA BEACH, FL
High-Net-Worth Clients: 65
Average Client Assets: $8 million
Frequently Asked Questions
BOWEN, HANES & CO INC 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 #105153), BOWEN, HANES & CO INC is subject to fiduciary duty under federal law.
BOWEN, HANES & CO INC is headquartered in PONTE VEDRA BEACH, FL.
BOWEN, HANES & CO INC serves 65 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, BOWEN, HANES & CO INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BOWEN, HANES & CO INC manages $4.3 billion in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, BOWEN, HANES & CO INC serves high-net-worth individuals and institutional clients. View client details ↓
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