BOWEN, INC.
Firm details
- Headquarters
- PLYMOUTH, Massachusetts
- CRD number
- 142930
- Registered since
- June 5, 2007
- Website
- www.boweninc.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2RANJIT SURVANSHI
COO & CFOCRD 4237903
PAUL BOWEN
Founder & CEOCRD 4200235
Contacts
3 of 12Maria Gomez-Cambronero
Investment Banking AnalystCRD 7590848
Kethan Kanuri
Investment Banking Senior AnalystCRD 7862566
CHARLES VOGT
Senior AdvisorCRD 8149107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Broker-DealerBOSTON, MA
CHESTNUT PARTNERS, INC.
Broker-DealerBOSTON, MA
CAPSTONE PARTNERS
Broker-DealerBOSTON, MA
CCA CAPITAL LLC
Broker-DealerBOSTON, MA
NORTHERN CAPITAL SECURITIES CORPORATION
Broker-DealerNORTH ANDOVER, MA
LOCKEBRIDGE PARTNERS, INC
Broker-DealerWOBURN, MA