Bowen, Inc.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
15
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 classifies itself as an investment bank and has been SEC-registered since 2007. Ownership is held by an individual rather than an institutional parent, and the firm does not position itself as a capital allocator. Available data indicate Bowen is not an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser. The firm’s public profile emphasizes its investment-banking classification rather than traditional wealth management or advisory operations. Specifics about fee models, client segments, and day-to-day advisory activities were not provided in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Ranjit Survanshi

    Ranjit Survanshi

    COO & CFOCRD 4237903

  • Paul Bowen

    Founder & CEOCRD 4200235

Contacts

3 of 13
  • Maria Gomez-Cambronero

    Maria Gomez-Cambronero

    Investment Banking AnalystCRD 7590848

  • Kethan Kanuri

    Kethan Kanuri

    Investment Banking Senior AnalystCRD 7862566

  • Charles Vogt

    Charles Vogt

    Senior AdvisorCRD 8149107

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Wealth teams

FINTRX

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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