Bowen Asset Management LLC
RIAState Registered
Total AUM
$16.7M
Discretionary
$16.7M
100% of AUM
Avg account
$168K
Accounts
99
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 165083
- Website
- bowenasset.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI56.98%
- Individuals43.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bowen Asset Management LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging fees as a percentage of assets under management and for some services on an hourly basis. Bowen does not identify as an active ESG investor, does not operate multi-state, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Cash & Cash Equivalents27%
- Exchange Traded Equities2%
- Non-Exchange Traded Equities1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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