Cowdell Investments, LLC

Cowdell Investments, LLC (CRD# 122933) is a financial advisory firm headquartered in , . They manage $26,000,000 in 168 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.cowdellinvestments.com/
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $154,762
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
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Cowdell Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Greg Chamberlain, financial advisor Lehi UT
Greg E. Chamberlain
CRD#: 3213699
3049 North Crest Drive, Lehi, UT 84043

Greg Chamberlain (CRD# 3213699) is an Investment Advisor Representative working at Cowdell Investments, LLC in Lehi, UT and has over 11 years of experience in the finance industry.

2
Mark Cowdell, financial advisor Alpine UT
Mark P. Cowdell
CRD#: 1069084
Alpine, UT

Mark Cowdell (CRD# 1069084) is an Investment Advisor Representative working at Cowdell Investments, LLC in Alpine, UT and has over 41 years of experience in the finance industry.

3
Zachary Cowdell, financial advisor Alpine UT
Zachary K. Cowdell
CRD#: 7794565
Alpine, UT

Zachary Cowdell (CRD# 7794565) is an Investment Advisor Representative working at Cowdell Investments, LLC in Alpine, UT and has 1 year 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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