Bowen, Hanes & Co Inc
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Overview
Bowen, Hanes & Co Inc operates as an advisory company that has its headquarters in Ponte Vedra Beach, Florida. It handles $3.3 billion in assets throughout 229 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). It has a small team, including 4 financial advisors. Bowen, Hanes & Co Inc is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like bonds, options and stocks.
Bowen, Hanes & Co Inc manages all of its client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by an investment advisor without needing to seek the customer's authorization. The advisory firm's average account size is $14.3 million. The typical financial advisor at Bowen, Hanes & Co Inc administers about 57 client accounts, making it about average in terms of personalization.
Bowen, Hanes & Co Inc's headquarters is located at 135 Professional Drive, Ponte Vedra Beach, Florida 32082. Bowen, Hanes & Co Inc is legally permitted to provide services to clients across a few states, including California, Florida, Georgia, Indiana, Louisiana, North Carolina, Tennessee, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bowen, Hanes & Co Inc by the Numbers
$3.3 billion
10
229
$14.3 million
Fee Structure
Financial advisory fees vary depending on which services the firm provides the client. However, fees charged by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Bowen, Hanes & Co Inc does business with a broad range of clients. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 229 clients, Bowen, Hanes & Co Inc's largest client is high net worth investors, though it also manages money for 72 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 58.54%
- Other Individuals - 8.13%
- Corporations - 29.27%
- Charitable Organizations - 4.07%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bowen, Hanes & Co Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bowen, Hanes & Co Inc
Ponte Vedra Beach, FL
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