$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
11 yrs Firm Age
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- Custodian
- Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Insight
- Established Date
- 06-20-2014
- Office Locations
- 1
Office Locations
-- Holland MI
About Bowen Financial Planning LLC
Bowen Financial Planning LLC is a fee-only, fiduciary RIA providing confidential financial planning, investment management/oversight, and as-needed hourly counseling for retail clients across life stages. Recommendations are tailored to each client’s goals and risk profile, with clients retaining final investment decisions. Portfolios are predominantly ETF-based, with custody through platforms such as Fidelity/NFS and Vanguard.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$105.0K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Ridge
Custodian
Ridge
Investment Themes
Pathway eagle Delta
Investment Vehicles
Peak insight
Services
Zenith Optima Insight capital Foundation Quantum north
Technology
Pathway
Owner & Executives
B
BRENT MICHAEL BOWEN
Head of Sales, Owner, Senior Vice President
- CRD
- #6345183
- Ownership
- 75% or more
(369) 937-4286
matrix.prime@harborcapital.com
in linkedin.com/in/optima-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,100,000
Equity - Exchange:
25.1% Cash:
74.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $899,390,465 | 25.1% |
| Cash | $2,683,838,479 | 74.9% |
| Total | $3,583,228,944 | 100.0% |