Rowley Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 299182
- Website
- www.rowleyfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI46.38%
- Charitable Organizations34.3%
- Individuals19.02%
- Other0.29%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Rowley Financial LLC is an independent, owner-operated registered investment adviser that serves both individual/family and institutional clients. The firm bills on a percentage-of-AUM basis and provides financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting, and publishes periodic newsletters or periodicals. Its operating structure is a limited liability company and its client mix combines high-net-worth households with some institutional relationships.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds65%
- US Government Bonds18%
- Cash & Cash Equivalents13%
- Exchange Traded Equities2%
- Other2%
Owners & executives
1 of 1Joseph Rowley
Principal & Chief Operating OfficerCRD 2338985
Contacts
1 of 1
Jonathan Bonner
Investment AdvisorCRD 8130832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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