Cowdell Investments, LLC

Cowdell Investments, LLC (CRD# 122933) is a financial advisory firm headquartered in , . They manage $1,730,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $101,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Cowdell Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark P. Cowdell
CRD#: 1069084
Alpine, UT
96
Wealthminder
score

Mark Cowdell (CRD# 1069084) is an Investment Advisor Representative working at Cowdell Investments, LLC in Alpine, UT and has over 35 years of experience in the finance industry. Mark Cowdell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Greg E. Chamberlain
CRD#: 3213699
3049 North Crest Drive, Lehi, UT 84043
93
Wealthminder
score

Greg Chamberlain (CRD# 3213699) is an Investment Advisor Representative working at Cowdell Investments, LLC in Lehi, UT and has over 5 years of experience in the finance industry.

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