1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BOWEN FINANCIAL SERVICES, LLC

Map pinMIDLOTHIAN, VA
Phone804-897-2850
NotebookSEC #801-69031
Total AUM
$41.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$41.8M
Accounts
51
Discretionary
$41.3M
Accounts
50
Non-Discretionary
$499.2K
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account