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 registered with the SEC since 2007. Public records classify the firm as an investment bank and indicate individual ownership. The firm’s filings do not present a detailed public profile of advisory activities, client types, or fee arrangements. Bowen, Inc. is not identified as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Regulatory data also flags that Bowen, Inc. does not operate as a capital allocator and is not designated as an active ESG investor. Those characteristics, combined with the investment bank classification, point to a business emphasis on advisory or transactional services rather than traditional retail wealth management or institutional asset allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • RANJIT SURVANSHI

    COO & CFOCRD 4237903

  • PAUL BOWEN

    Founder & CEOCRD 4200235

Contacts

3 of 12
  • Maria Gomez-Cambronero

    Investment Banking AnalystCRD 7590848

  • Kethan Kanuri

    Investment Banking Senior AnalystCRD 7862566

  • CHARLES VOGT

    Senior AdvisorCRD 8149107

Unlock 9 more contacts

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth