G
$41.3M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
2 Employees
123 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-10-2012
- Office Locations
- 1
Office Locations
4964 Belmont Avenue Suite A Youngstown OH
About G. Earl Mowrey & Co., L.l.c
G. Earl Mowrey & Co., L.l.c is a Youngstown-based RIA. The firm has been operating for 14 years. Managing $41.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$20.6M AVG AUM / ADVISOR
$335.4K AVG AUM / CLIENT
13.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GEORGE EARL MOWREY
Chief Compliance Officer, Owner
- CRD
- #1567213
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CHRISTOPHER WILLIAM COPPLOE
Financial Advisor
- CRD
- #6221053
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,098,350 | -- |
| Non-Discretionary | $40,155,460 | $188,296 |
| Total | $41,253,810 | $188,296 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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