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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-06-2015
- Office Locations
- 1
Office Locations
About Cowan Financial Services, LLC
Cowan Financial Services, LLC is an independent, full-service advisory firm serving both individuals and businesses with customized strategies for complex financial needs. The practice emphasizes financial planning, retirement plan guidance, and insurance/life insurance solutions, with portfolios commonly implemented using asset allocation across ETFs and mutual funds. Custody is maintained with Interactive Brokers, and the firm is led by Billy Jack Cowan.
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Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
BILLY JACK COWAN
Chief Compliance Officer, Investment Advisor Representative, Managing Member, President
- CRD
- #2282402
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,058,680 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,058,680 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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