Bowen, Inc.

Broker-DealerFINRA Member
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 is classified in available records as an investment bank. The firm is owned by an individual and the limited public data indicates it does not position itself as a capital allocator or an active ESG investor. Other reported attributes show it is not designated as a multistate adviser, is not listed as a pension consultant, and is not identified as a related adviser. Public disclosures provide minimal detail about Bowen, Inc.'s client focus, fee schedules, or specific advisory activities. There are no listed industry accolades, and the firm has not supplied supplemental information about business activities or external affiliations.

Assets & Accounts

Investment profile

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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

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Contacts

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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