BOWEN FINANCIAL PLANNING LLC

BOWEN FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 170888). Regulatory assets under management: $2.1M.

Registration

• CRD: 170888
• Type: Registered investment adviser
• Phone: 616-820-5020
• Latest filing: 2026-06-28
• Regulatory AUM: $2.1M
• Discretionary AUM: $2.1M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly.

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 170888 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search