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Bowman Retirement Planning
BOWMAN RETIREMENT PLANNING is an SEC-registered investment adviser in FORT MOHAVE, AZ. The firm manages approximately $26 million in regulatory assets.
Bowman Retirement Planning
BOWMAN RETIREMENT PLANNING is an SEC-registered investment adviser in FORT MOHAVE, AZ. The firm manages approximately $26 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at Bowman Retirement Planning?
The firm's owner or a lead advisor likely manages investment decisions. No specific named principal is publicly available.
How does Bowman Retirement Planning source proprietary deal flow?
As a registered RIA, the firm likely accesses investments through third-party money managers and custodial platforms. Deal flow may originate from client referrals and advisory networks.
Is Bowman Retirement Planning structured as a single family office or does it operate more like a wealth manager?
Bowman Retirement Planning appears to operate as a traditional RIA providing wealth management services. Its structure suggests it serves multiple families rather than a single family.
What investment stages does Bowman Retirement Planning typically target?
The firm is not a venture capital or private equity investor. Its focus is on public market securities, fixed income, and retirement-oriented assets.
Which sectors does Bowman Retirement Planning explicitly avoid?
No public information specifies sectors the firm avoids. Typically, RIAs focusing on retirement planning avoid high-risk proprietary positions.
Where does the underlying wealth come from?
The underlying wealth is individuals and families accumulated through careers, business ownership, or generational wealth. No specific wealth origin is disclosed.
Does Bowman Retirement Planning maintain philanthropic structures?
No philanthropic structures are publicly associated with Bowman Retirement Planning.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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