|
⚲
|
| Keyboard |
| Bowman & Company SC
✚
|
|
|---|---|
| CRD # | 305030 |
| SEC # | 801-117229 |
| CIK # | |
| AUM | 419.0 M (2025-12-09) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 920-233-4650 |
| Address | 530 N Koeller St Oshkosh, WI 54902 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 118.8 |
| (b) Individuals (high net worth individuals) | 111 | 287.5 |
| (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 | 3 | 3.4 |
| (h) Charitable organizations | 5 | 3.0 |
| (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 | 5 | 6.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,781 | 419.0 |
| By Discretionary | ||
| Discretionary | 1,768 | 415.5 |
| Non-Discretionary | 13 | 3.4 |
| Total | 1,781 | 419.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.0 | |
| Total | 1,781 | 419.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Exeter Financial LLC
✚
|
AZ | 420.2 M |
|
Point Bridge Capital LLC
✚
|
TX | 419.7 M |
|
Silver Oak Advisory Group Inc
✚
|
OR | 418.9 M |
|
Transce3Nd LLC
✚
|
TX | 418.9 M |
|
Alpha Leonis Partners LLC
✚
|
PA | 418.4 M |
|
Lincoln Capital Corporation
✚
|
RI | 418.3 M |
|
Aspect Partners LLC
✚
|
VA | 418.2 M |
|
Mauney-Pitt Financial Management Inc
✚
|
NC | 418.0 M |
|
Quantum Private Wealth LLC
✚
|
FL | 418.0 M |
|
Flatrock Wealth Partners LLC
✚
|
CA | 417.6 M |