Bowen Asset Management
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
913 Roundelay Ln, West Chester, Pennsylv...Phone Number
(610) 793-1001Website
www.bowenasset.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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Apr
May
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Jul
ZI Rank
1
1
1
1
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1
About Bowen Asset Management
Bowen Asset Management LLC is a family-owned, independent financial advisory firm run by Zack and Linda Bowen, who bring over 50 years of Wall Street experience. They offer customized financial services including investment and retirement planning, 401(k) consulting, portfolio monitoring, estate management, and special needs planning. Their focus is on providing individualized solutions that cater to the unique financial transitions of each client. With a commitment to fiduciary responsibility, Bowen Asset Management emphasizes a personal approach to financial advising, ensuring clients receive tailored support throughout their financial journeys.Explore more
Bowen Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Bowen Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Bowen Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bowen Asset Management.
Bowen Asset Management Tech Stack
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Bowen Asset Management LLC is a family-owned, independent financial advisory firm run by Zack and Linda Bowen, who bring over 50 years of Wall Street experience. They offer customized financial services including investment and retirement planning, 401(k) consulting, portfolio monitoring, estate management, and special needs planning. Their focus i... Read More
