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Building 2BOWEN FINANCIAL SERVICES, LLC

Map pinMIDLOTHIAN, VA
Phone804-897-2850
NotebookSEC #801-126244
Total AUM
$191M
Employees
3
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2840 POLO PKWY
MIDLOTHIAN
VA 23113
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
804-897-2850

ReceiptFinancials

Total AUM
$191M
Accounts
305
Discretionary
$191M
Accounts
305
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$13.1M
HNW Individual Clients
50
AUM
$177.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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