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Building 2BOWEN WEALTH

Map pinMOUNT PLEASANT, SC
Phone843-203-2030
NotebookSEC #801-121708
Total AUM
$50.2M
Employees
2
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
497 BRAMSON COURT
SUITE 102
MOUNT PLEASANT
SC 29464
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
843-203-2030

ReceiptFinancials

Total AUM
$50.2M
Accounts
390
Discretionary
$50.2M
Accounts
390
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
308
AUM
$39.2M
HNW Individual Clients
9
AUM
$11M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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