Bowen Financial Services, LLC

Bowen Financial Services, LLC (CRD# 116714) is a financial advisory firm headquartered in Midlothian, VA. They manage $139,304,186 in 337 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2840 Polo Pkwy, Midlothian, VA 23113
https://www.instagram.com/bowen.financial.services.llc/
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    337
    ACCOUNTS
  • Average Account Value
    $413,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Bowen Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Bowen, financial advisor Midlothian VA
John G. Bowen
CRD#: 2907797
2840 Polo Pkwy, Midlothian, VA 23113

John Bowen (CRD# 2907797) is an Investment Advisor Representative working at Bowen Financial Services, LLC in Midlothian, VA and has over 26 years of experience in the finance industry.

2
John Bowen, financial advisor Midlothian VA
John W. Bowen
CRD#: 7543956
2840 Polo Pkwy, Midlothian, VA 23113

John Bowen (CRD# 7543956) is an Investment Advisor Representative working at Bowen Financial Services, LLC in Midlothian, VA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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