Bowen Financial Services, LLC (Midlothian)

Name: Bowen Financial Services, LLC
Address: 2840 Polo Parkway, Midlothian, VA, 23113
Telephone: 804-897-2850

Bowen Financial Services, LLC is an adviser based in Midlothian. It manages $41.85 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Virginia.

Bowen Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bowen Financial Services: assets under management

The assets under management (AUM) of Bowen Financial Services, LLC is $41.85 million. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $41.35 million in discretionary accounts and $499.17 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $826.98 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $499.17 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bowen Financial Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bowen Financial Services, LLC

Bowen Financial Services, LLC is owned by John Geary Bowen. Wendell B Fuller joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Geary Bowen	Chief compliance officer/owner	1 Jul 1999	75% - 100%	2907797
John Geary Bowen	Chief compliance officer	1 Oct 2004	75% - 100%	2907797
Wendell B Fuller	Chief compliance officer	1 Mar 2011	Other	5007137

Based in Midlothian

The principal office where Bowen Financial Services, LLC performs its advisory services is located at 2840 Polo Parkway, Midlothian, VA 23113, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-897-2850 or by fax 877-682-4908. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.bowenfinancial.com.