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).
Total Assets Under Management2MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$101,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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.
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.