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Building 2BOWEN, HANES & CO INC

Map pinPONTE VEDRA BEACH, FL
Phone404-995-0507
NotebookSEC #801-15530
Total AUM
$4.6B
Employees
10
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 PROFESSIONAL DRIVE
SUITE 103
PONTE VEDRA BEACH
FL 32082
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
404-995-0507
Other Offices
1

ReceiptFinancials

Total AUM
$4.6B
Accounts
208
Discretionary
$4.6B
Accounts
208
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$5.2M
HNW Individual Clients
65
AUM
$551.9M
Pension/Profit Sharing Plan Clients
5
AUM
$76.3M
Charitable Organization Clients
6
AUM
$61.1M
Government Entity Clients
15
AUM
$3.9B
Corporation or Business Clients
12
AUM
$63.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANCTNTX

HandshakeAffiliates

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

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