F
$33.3M Total AUM
$33.3M Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-28-2012
- Office Locations
- 1
Office Locations
-- Mckinney TX
About Fowler Financial Management
Fowler Financial Management is a Mckinney-based RIA. The firm has been operating for 14 years. Managing $33.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
47 AVG AGE
$16.7M AVG AUM / ADVISOR
$877.2K AVG AUM / CLIENT
13.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
B
BILLY JAN FOWLER
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #1110899
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MATTHEW DAVID LUDWICK
--
- CRD
- #6273878
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,334,021 | $450,850 |
| Non-Discretionary | $0 | -- |
| Total | $33,334,021 | $450,850 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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