This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-13-2023
- Office Locations
- 1
Office Locations
About Rowley Financial
Rowley Financial (Rowley & Associates, Inc.) is a Lancaster, PA registered investment adviser offering planning-led wealth management across investments, retirement, estate guidance, and tax/insurance strategy. The firm’s portfolios emphasize ETFs alongside select private funds and fixed income. Distribution teams should note SEI custody support plus a client access portal and investor education resources.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD MATTHEW ROWLEY
Owner, VICE PRESIDENT
- CRD
- #6170341
- Ownership
- 50% but less than 75%
WENDY HOSTETTER ROWLEY
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2711072
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,888,249 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,888,249 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |
Continue browsing