Rowley Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 299182
- Website
- www.rowleyfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI46.38%
- Charitable Organizations34.3%
- Individuals19.02%
- Other0.29%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Rowley Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts and charges fees as a percentage of assets under management. Alongside advisory work, the firm operates as an insurance broker and lists services that include financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and publication of periodicals or newsletters. The firm is not identified as an active ESG investor.
Assets & Accounts
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 Funds65%
- US Government Bonds18%
- Cash & Cash Equivalents13%
- Exchange Traded Equities2%
- Other2%
Owners & executives
1 of 1Joseph Rowley
Principal & Chief Operating OfficerCRD 2338985
Contacts
1 of 1
Jonathan Bonner
Investment AdvisorCRD 8130832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Cline Financial Concepts, LLC
RIAChampaign, IL
Cathedral Square Capital
RIATulsa, OK
ARC Asset Management LLC
RIAAtlanta, GA