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, individually owned registered investment adviser organized as an LLC. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its registered advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the publication of periodicals or newsletters. The snapshot data identifies the firm as not an active ESG investor and not a multi-state adviser.
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 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 1Jonathan 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
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