Bowen, Inc.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
15
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Bowen, Inc. is organized as a corporation and has been SEC-registered since 2007. The firm is classified in the dataset as an investment bank and is identified as individually owned. The record indicates Bowen, Inc. is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The dataset also flags it is not a newly formed adviser, not a pension consultant, and not a related adviser. The firm did not provide descriptive entries for its client base, fee structure, business activities, or advisory offerings in the available data. Likewise, Bowen, Inc. has not supplied details about activities or affiliations that would clarify its operating model or the services it delivers to clients.

Assets & Accounts

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
  • Ranjit Survanshi

    Ranjit Survanshi

    COO & CFOCRD 4237903

  • Paul Bowen

    Founder & CEOCRD 4200235

Contacts

3 of 13
  • Maria Gomez-Cambronero

    Maria Gomez-Cambronero

    Investment Banking AnalystCRD 7590848

  • Kethan Kanuri

    Kethan Kanuri

    Investment Banking Senior AnalystCRD 7862566

  • Charles Vogt

    Charles Vogt

    Senior AdvisorCRD 8149107

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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