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Cowdell Investments, LLC

Cowdell Investments, LLC. CRD 122933

C

CRD: 122933

Cowdell Investments, LLC

Alpine, UT
8017631188
www.cowdellinvestments.com
$76.0M Total AUM
$75.0M Disc. AUM
-- 3Y CAGR
2 Employees
816 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
07-08-1996
Office Locations
3

Office Locations

3049 North Crest Drive Lehi UT
5544 West Sicily Lane Alpine UT
-- Alpine UT

About Cowdell Investments, LLC

Cowdell Investments, LLC (Retire Rich Today) is a Utah-based RIA serving retail retirees and pre-retirees with retirement-focused planning and asset management—rollover decisions, Social Security and income planning, and estate/tax and insurance considerations. Portfolios are primarily implemented with ETFs (Schwab custody). The firm also reaches prospects via the Retire Rich Today radio show and free book/financial review.

Team overview

-- AVG AGE
$38.0M AVG AUM / ADVISOR
$93.1K AVG AUM / CLIENT
10 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Glacier insight Focus

Custodian

Summit vector

Investment Themes

Summit Crest pathway Focus

Investment Vehicles

Summit

Services

Pioneer momentum Vital frontier Ridge Alpha focus Eagle glacier Glacier

Owner & Executives

MARK PAUL COWDELL

MARK PAUL COWDELL

CEO, Owner, President

CRD
#1069084
Ownership
75% or more
(408) 321-6066
matrix.meridian@horizoncapital.com
in linkedin.com/in/unison-insight

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Contacts

G

GREG EARL CHAMBERLAIN

Financial Advisor

CRD
#3213699
(685) 496-5036
harbor.legacy@frontiercapital.com
in linkedin.com/in/matrix-timber
C

Clinton Sterling Cowdell

--

CRD
#7009497
(469) 410-8943
eagle.alpha@frontiercapital.com
in linkedin.com/in/ember-delta
E

Ember catalyst

Meridian unison

CRD
#62977
(483) 907-4477
meridian.vector@alphacapital.com
in linkedin.com/in/north-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $75,000,000 --
Non-Discretionary $1,000,000 --
Total $76,000,000 --

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Separately Managed Accounts

Total SMA Asset: $76,000,000

$76.0M Total SMA
Equity - Exchange:
62.7%
Cash:
37.3%
Asset class Assets Assets %
Equity - Exchange $3,600,119,919 62.7%
Cash $2,141,698,134 37.3%
Total $5,741,818,053 100.0%

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