Bowen, Inc.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
14
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 is classified in the source data as an investment bank. The firm registered with the SEC in 2007 and is owned by an individual. The profile indicates the firm does not identify as an active ESG investor, is not a multistate adviser, and is not a pension consultant or related adviser. The available records do not list specific advisory or capital-allocation activities.

Assets & Accounts

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 12
  • Kethan Kanuri

    Kethan Kanuri

    Investment Banking Senior AnalystCRD 7862566

  • Charles Vogt

    Charles Vogt

    Senior AdvisorCRD 8149107

  • William Rich

    William Rich

    Managing DirectorCRD 2035607

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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