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Bowen Financial Services, LLC

● SEC registered since 2022CRD 116714SEC# 801-126244Midlothian, VA
Export (members)
Reg. AUM
$166.3M
Employees
3
Accounts
66
Location
Midlothian, VA

Bowen Financial Services, LLC assets under management

Bowen Financial Services, LLC operates as an SEC-registered investment adviser based in Midlothian, VA. The firm has been registered since 2022. It reports $166.3 million in regulatory assets under management and employs 3 people.
www.instagram.com/bowen.financial.services.llcView on SEC.gov ↗

Bowen Financial Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Geary Bowen ControlManaging Member/Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Bowen Financial Services, LLC manage?

Bowen Financial Services, LLC reports $166.3 million in regulatory assets under management on its Form ADV.

How many employees does Bowen Financial Services, LLC have?

Bowen Financial Services, LLC reports 3 employees.

Where is Bowen Financial Services, LLC located?

Bowen Financial Services, LLC is based in Midlothian, VA and has been SEC-registered since 2022.

Does Bowen Financial Services, LLC disclose fund performance?

Bowen Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2840 Polo Pkwy, Midlothian, VA 23113
Phone804-897-2850
Fax877-682-4908
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$166.3M
Non-discretionary$0
Total (RAUM)$166.3M