North Branch Advisory
North Branch Advisory (CRD# 129849) is a financial advisory firm headquartered in , . They manage $1,704,500 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$243,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Marven Bowman (CRD# 1578330) is an Investment Advisor Representative working at North Branch Advisory in Westhampton, MA and has over 31 years of experience in the finance industry.