Rowan Financial LLC

Rowan Financial LLC (CRD# 146650) is a financial advisory firm headquartered in Bethlehem, PA. They manage $14,772,690 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1 E Broad Street Ste 130 - 1060, Bethlehem, PA 18018
https://twitter.com/daviderowan
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $189,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.

PA

Financial Advisors at Rowan Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Rowan, financial advisor Bethlehem PA
David E. Rowan
CRD#: 5553570
Bethlehem, PA

David Rowan (CRD# 5553570) is an Investment Advisor Representative working at Rowan Financial LLC in Bethlehem, PA and has over 15 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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