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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at North Branch Advisory
Showing 1 - 1 of 1 top financial advisors.
Marven O. Bowman
CRD#: 1578330
27 Stage Road, Westhampton, MA 01027

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.

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