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- Custodian
- Charles Schwab & Company · Fiduciary Trust · Merrill Lynch · Tiaa · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-15-2012
- Office Locations
- 1
Office Locations
About Bowen Asset Management LLC
Bowen Asset Management is a family-owned, independent fee-based RIA in Pennsylvania led by co-principals Zack and Linda Bowen (50+ combined years on Wall Street). The boutique firm builds customized portfolios using in-house research and provides investment and retirement planning, 401(k) consulting, and ongoing portfolio monitoring, with additional support for college, estate, and special-needs planning—focused on guiding individuals through key financial transitions.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LINDA FLUEGGE BOWEN
Principal
- CRD
- #1877126
- Ownership
- 50% but less than 75%
ZACK RHOLLIE BOWEN JR
Chief Compliance Officer, Investment Advisor, Manager
- CRD
- #1090224
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,679,796 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,679,796 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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