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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-23-2018
- Office Locations
- 2
Office Locations
About Rowley Financial LLC
Rowley Financial LLC is an independent RIA in Parker, CO providing financial and investment planning, including portfolio construction, retirement and estate planning, and insurance guidance. The firm primarily implements portfolios via public funds with meaningful cash and U.S. government/agency fixed-income exposure. Custodies through Charles Schwab and Merrill Lynch and leverages Orion for portfolio management.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH STEPHEN ROWLEY
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2338985
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jonathan Bonner
--
- CRD
- #8130832
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,553,981 | -- |
| Non-Discretionary | $41,262,800 | -- |
| Total | $86,816,781 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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