Bowen, Hanes & Co Inc

RIASEC RegisteredEst. 1980

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$22.2M

Accounts

208

Employees

Advisory reps

Firm details

Headquarters: Ponte Vedra, Florida
CRD number: 105153
Registered since: September 29, 1980
Website: www.bowenhanes.com
Custodians: PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government83.59%
HNWI11.95%
Pension & Profit Sharing Plans1.65%
Corporations / Businesses1.38%
Charitable Organizations1.32%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bowen, Hanes & Co Inc is a privately owned institutional registered investment adviser that has been SEC-registered since 1980. The firm manages portfolios for both individual and family clients as well as institutional and business clients, charging fees based on a percentage of assets under management. Its advisory scope is focused on discretionary portfolio management for individuals, small businesses and institutional entities. Bowen, Hanes is not positioned as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The firm appeared on CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020 and 2021.