BOWEN FINANCIAL SERVICES, LLC

Overview

Bowen Financial Services, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm is owned by an individual and serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM component plus options for hourly and fixed fees. Bowen does not position itself as a capital allocator or pension consultant, is not marked as an active ESG investor, and does not report multi-state adviser status. The firm lists an industry affiliation with accountants.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices