B
CRD: 292230
BOW Stream Investments LLC
Southlake, TX, 76092
6465359721
$10.4M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-15-2018
- Office Locations
- 1
Office Locations
550 Reserve Street Suite 190 Southlake TX
About BOW Stream Investments LLC
BOW Stream Investments LLC is a Southlake-based RIA. The firm has been operating for 8 years. Managing $10.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Insurance, Portfolio Construction, Wealth Planning.
Team overview
40 AVG AGE
$10.4M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Radial signal
Asset Classes
Catalyst pioneer Timber timber Ember
Client Personas
Harbor timber
Investment Vehicles
Ridge
Services
Capital Vector Harbor
Owner & Executives
A
AUSTIN LEWIS TAYLOR
Associate, Chief Compliance Officer
- CRD
- #5379271
- Ownership
- 75% or more
(853) 241-1737
optima.timber@vertexcapital.com
in linkedin.com/in/peak-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,436,648 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,436,648 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,436,648
Equity - Exchange:
70.0% Cash:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,569,083,634 | 70.0% |
| Cash | $1,529,607,271 | 30.0% |
| Total | $5,098,690,905 | 100.0% |