Bowen, Inc.

Broker-DealerFINRA MemberEst. 2007
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 and has been SEC-registered since 2007. The firm is classified in the data as an investment bank and is owned by an individual rather than a corporate parent or institutional owner. Available records indicate Bowen, Inc. does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide details in the source about its client segments, fee models, specific business lines, or the advisory services it offers.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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