Bowen, Inc.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Plymouth, Massachusetts
CRD number
142930
Registered since
June 5, 2007

Firm profile

FINTRX

Overview

Bowen, Inc. is a corporation that registered with the SEC in 2007 and is classified in FINTRX’s data as an investment bank. The firm is owned by an individual and appears structured to operate as a corporate investment-services entity rather than a capital allocator; the data flags that it does not act as a capital allocator. Bowen, Inc. is not characterized as an active ESG investor, is not listed as a multi-state adviser, and is not identified as a pension consultant or a related adviser. The available profile paints Bowen, Inc. as a small, narrowly defined enterprise with a decade-plus regulatory history. The combination of SEC registration and an investment-bank classification suggests the firm may engage in advisory, placement, or transaction-oriented activities, but the record supplied does not detail client segments, fee schedules, or specific advisory services. The firm is not marked as newly formed, indicating it has been operating under its current registration for a number of years.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Paul Bowen

    Founder & CEOCRD 4200235

  • Ranjit Survanshi

    Ranjit Survanshi

    COO & CFOCRD 4237903

Contacts

3 of 11
  • William Rich

    William Rich

    Managing DirectorCRD 2035607

  • Wesley Card

    Wesley Card

    Managing DirectorCRD 2372404

  • Kevin Hawkins

    Kevin Hawkins

    Managing DirectorCRD 5690875

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plymouth, MA

Plymouth

Location

Plymouth, MA

Headquartered in Plymouth, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Plymouth
Address
34 Main Street Ext
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth