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BOWEN FINANCIAL SERVICES, LLC

CRD 116714 · SEC 801-126244

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2840 POLO PKWY, MIDLOTHIAN, VA, 23113, United States

Phone

804-897-2850

Fax

877-682-4908

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$191.0M

Discretionary AUM

$191.0M

Team

3 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals17$13.1M
High net worth individuals50$177.9M

States served

VA, TX

All web addresses on file

Official SEC filing: View on IAPD