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BOWIE CAPITAL MANAGEMENT, LLC
740 E. Campbell Rd.
Suite 830
Richardson, Texas 75081
Tel: 214-712-4951
About BOWIE CAPITAL MANAGEMENT, LLC
BOWIE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as BOWIE CAPITAL MANAGEMENT, LLC. The firm was established in 06/19/2014. They have over 1 offices throughout the country.
BOWIE CAPITAL MANAGEMENT, LLC is a Richardson, Texas based Financial Planning firm with nearly $1,028,680,805 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171023 |
| SEC# | 801-79919 |
| Assets Managed by Firm | $1,028,680,805 |
| No. of Clients | 22 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $1,028,680,805 |
| High net worth individuals | 8 | $173,522,053 |
| Other investment advisers | Fewer than 5 clients | $26,721,033 |
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