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Cowan Financial Services
Cowan Financial Services, LLC is a state-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
Cowan Financial Services, LLC is a state-registered investment adviser with $13 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
Who are the principals at Cowan Financial Services?
Cowan Financial Services does not publicly disclose its principals or investment team per available public records. The firm's governance and decision-making structure remain opaque.
Where does the wealth managed by Cowan Financial Services originate?
Wealth origin is attributed to the Cowan family, but no specific industry, business, or inheritance source has been publicly documented.
What sectors or asset classes does Cowan Financial Services target?
Cowan Financial Services does not disclose its sector focus or asset allocation strategy in any public source examined.
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