ROWLEY FINANCIAL LLC
CRD 299182
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$86.8M
Discretionary AUM
$45.6M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $16.5M |
| High net worth individuals | 18 | $40.3M |
| Charitable organizations | 4 | $29.8M |
| Corporations/business entities | 1 | $14K |
All web addresses on file
Official SEC filing: View on IAPD