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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bowen Financial Services LLC
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| CRD # | 116714 |
| SEC # | 801-126244 |
| CIK # | |
| AUM | $166.3 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 804-897-2850 |
| Address | 2840 Polo Pkwy Midlothian, VA 23113 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 12.2 |
| (b) Individuals (high net worth individuals) | 48 | 154.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 166.3 |
| By Discretionary | ||
| Discretionary | 66 | 166.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 66 | 166.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.3 | |
| Total | 66 | 166.3 |
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|---|---|---|
|
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✚
|
CA | 0.2 |
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0.2 | |
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0.2 | |
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|
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0.2 | |
|
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|
GA | 0.2 |
|
Sage Hill Capital LLC
✚
|
MI | 0.2 |
|
Crawford Gregory Jason
✚
|
CA | 0.2 |
|
Balanz Advisors LLC
✚
|
FL | 0.2 |