Bowengroup Advisors LLC is a large advisory firm based in Idaho Falls. It manages $101.2 million of regulatory assets for 627 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Colorado, Idaho, and 3 other states.
Bowengroup Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bowengroup Advisors LLC is $101.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bowengroup Advisors LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Bowengroup Advisors LLC performs its advisory services is located at 2410 East 25 Th Circle, Idaho Falls, ID 83404 7549, which is also the mailing address of the firm. An additional office of the firm is in Logan, UT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 208-529-3462 or by fax 208-529-3555. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.