Overview
Assets Under Management: $240 million
Headquarters: GLENBROOK, NV
High-Net-Worth Clients: 70
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 370
Discretionary Accounts: 370
Regulatory Filings
CRD Number: 145476
Last Filing Date: 2025-01-16 00:00:00
Website: https://bowerswealth.com