Bowen, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Plymouth, Massachusetts
CRD number
142930
Registered since
June 5, 2007

Firm profile

FINTRX

Overview

Bowen, Inc. is organized as a corporation that operates in the capacity of an investment bank. The firm is owned by an individual and appears structured to provide financial services consistent with that classification, though FINTRX does not list specific advisory products, client segments, or fee arrangements for the firm. The snapshot data indicates Bowen, Inc. does not act as a capital allocator on behalf of outside investors and is not identified as an active ESG investor. It is not listed as a multi-state adviser or a pension consultant, and it is not described as a related adviser to another registered entity.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Paul Bowen

    Paul Bowen

    Founder and CEOCRD 4200235

  • Ranjit Survanshi

    Ranjit Survanshi

    COO & CFOCRD 4237903

Contacts

3 of 11
  • William Rich

    William Rich

    Managing DirectorCRD 2035607

  • Wesley Card

    Wesley Card

    Managing DirectorCRD 2372404

  • Kevin Hawkins

    Kevin Hawkins

    Managing DirectorCRD 5690875

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plymouth, MA

Plymouth

Location

Plymouth, MA

Headquartered in Plymouth, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Plymouth
Address
34 Main Street Ext
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth