ROWAN FINANCIAL LLC

ROWAN FINANCIAL LLC is an SEC-registered investment adviser (CRD 146650). Regulatory assets under management: $26.1M.

Registration

• CRD: 146650
• Type: Registered investment adviser
• Phone: (610) 615-0600
• Latest filing: 2026-06-26
• Regulatory AUM: $26.1M
• Discretionary AUM: $24.0M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 112

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146650 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search