BOWEN FINANCIAL SERVICES, LLC
CRD #116714 SEC #801-126244 MIDLOTHIAN, VA 804-897-2850
SEC Registered
Total AUM
$166.3M
Discretionary
$166.3M
Employees
3
Clients
51
Accounts
66
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $166.3M | $166.3M | $0 | 3 | 0 |
| Apr 2024 | $139.3M | $139.3M | $0 | 3 | 0 |
| Apr 2023 | $122.5M | $122.5M | $0 | 3 | 0 |
| Mar 2023 | $122.5M | $122.5M | $0 | 3 | 0 |
| Jul 2022 | $133.5M | $133.5M | $0 | 3 | 0 |
| Jun 2022 | $133.5M | $133.5M | $0 | 3 | 0 |
| Jul 2012 | $41.8M | $41.3M | $499.2K | 1 | 26 |
| May 2012 | $41.8M | $41.3M | $499.2K | 1 | 26 |
| Feb 2012 | $41.8M | $41.3M | $499.2K | 1 | 26 |
| Jan 2012 | $41.9M | $41.4M | $500K | 1 | 26 |
| Mar 2011 | $41.9M | $41.4M | $500K | 5 | -- |
| Mar 2008 | $31.2M | $30.7M | $500K | 5 | -- |
| Mar 2008 | $31.2M | $30.7M | $500K | 5 | -- |
DateMar 2025
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2012
Total AUM$41.8M
Discretionary$41.3M
Non-Disc.$499.2K
Employees1
Clients26
DateMay 2012
Total AUM$41.8M
Discretionary$41.3M
Non-Disc.$499.2K
Employees1
Clients26
DateFeb 2012
Total AUM$41.8M
Discretionary$41.3M
Non-Disc.$499.2K
Employees1
Clients26
DateJan 2012
Total AUM$41.9M
Discretionary$41.4M
Non-Disc.$500K
Employees1
Clients26
DateMar 2011
Total AUM$41.9M
Discretionary$41.4M
Non-Disc.$500K
Employees5
Clients--
DateMar 2008
Total AUM$31.2M
Discretionary$30.7M
Non-Disc.$500K
Employees5
Clients--
DateMar 2008
Total AUM$31.2M
Discretionary$30.7M
Non-Disc.$500K
Employees5
Clients--