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Bowen Financial Planning LLC
BOWEN FINANCIAL PLANNING LLC is a state-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
BOWEN FINANCIAL PLANNING LLC is a state-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does Bowen Financial Planning LLC offer?
Bowen Financial Planning LLC is a registered investment adviser that provides financial planning and wealth management services. Typical offerings for such RIAs include investment management, retirement planning, and tax-aware strategies, though the firm does not publicly detail its service menu.
Who runs Bowen Financial Planning LLC?
The principals of Bowen Financial Planning LLC are not publicly named in available sources. The firm's ownership structure and leadership team are not disclosed.
How can I verify Bowen Financial Planning LLC's regulatory status?
Bowen Financial Planning LLC is registered as an investment adviser. You can verify its status and filings through the SEC's Investment Adviser Public Disclosure (IAPD) database or the state securities regulator where it is domiciled.
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