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COWAN CAPITAL
650-670-7050
SEC #801-127813Total AUM
$3.9M
Employees
1Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
650-670-7050
Financials
Total AUM
$3.9M
Accounts
4Discretionary
$3.9M
Accounts
4Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
1AUM
$3.9M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.