Owens Investment Advisors LLC

Owens Investment Advisors LLC (CRD# 298900) is a financial advisory firm headquartered in , . They manage $13,842,562 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.owensinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $212,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Owens Investment Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alex Clark, financial advisor Mission Viejo CA
Alex R. Clark
CRD#: 6741273
Mission Viejo, CA

Alex Clark (CRD# 6741273) is an Investment Advisor Representative working at Owens Investment Advisors LLC in Mission Viejo, CA and has over 7 years of experience in the finance industry.

2
David Owens, financial advisor Mission Viejo CA
David A. Owens
CRD#: 5467403
Mission Viejo, CA

David Owens (CRD# 5467403) is an Investment Advisor Representative working at Owens Investment Advisors LLC in Mission Viejo, CA and has over 16 years 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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