Overview
Assets Under Management: $545 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 126
Average Client Assets: $4 million
Frequently Asked Questions
ROWLING & ASSOCIATES 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 #308292), ROWLING & ASSOCIATES LLC is subject to fiduciary duty under federal law.
ROWLING & ASSOCIATES LLC is headquartered in SAN DIEGO, CA.
ROWLING & ASSOCIATES LLC serves 126 high-net-worth clients according to their SEC filing dated June 13, 2024. View client details ↓
According to their SEC Form ADV, ROWLING & ASSOCIATES LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ROWLING & ASSOCIATES LLC manages $545 million in client assets according to their SEC filing dated June 13, 2024.
According to their SEC Form ADV, ROWLING & ASSOCIATES LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 126
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.05
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,238
Discretionary Accounts: 1,088
Non-Discretionary Accounts: 150
Regulatory Filings
CRD Number: 308292
Last Filing Date: 2024-06-13 00:00:00
Website: https://pathview.com