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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FULLER, WENDELL, B | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER | E | Control |
| BOWEN, JOHN, GEARY | I | CHIEF COMPLIANCE OFFICER/OWNER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER | E | Control |
| BOWEN, JOHN, GEARY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOWEN, JOHN, GEARY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
TX VA
Address
2840 POLO PKWYMIDLOTHIAN, VA 23113
United States
Phone: 804-897-2850