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Home > Retirement Planners > florida > ponte vedra beach > BOWEN, HANES & CO INC
BOWEN, HANES & CO INC
135 Professional Drive
Suite 103
Ponte Vedra Beach, Florida 32082
Tel: 404-995-0507
About BOWEN, HANES & CO INC
BOWEN, HANES & CO INC, formally registered with the SEC as BOWEN, HANES & CO INC. The firm was established in 09/29/1980. They have over 2 offices throughout the country.
BOWEN, HANES & CO INC is a Ponte Vedra Beach, Florida based Financial Planning firm with nearly $4,301,512,856 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105153 |
| SEC# | 801-15530 |
| Assets Managed by Firm | $4,301,512,856 |
| No. of Clients | 204 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 204 | $4,301,512,856 |
| Individuals (other than high net worth individuals) | 10 | $4,928,448 |
| High net worth individuals | 65 | $510,010,012 |
| Pension and profit sharing plans | 5 | $79,423,619 |
| Charitable organizations | 7 | $73,581,249 |
| Corporations or other businesses | 13 | $73,291,288 |
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