Scott
Bowhay

Investor Fan

CRD#867438
Investment Advisor
in Moraga, CA

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About this Advisor

Scott Bowhay is a financial advisor operating in Moraga, California with 1 year of relevant experience. Bowhay is currently employed by Investor Fan. The advisor has gained experience at Wells Fargo Advisors Financial Network LLC, M. S. Howells & Co, Msh Capital Advisors Dba Bowhay Investments LLC and Investor'S Fiduciary Advisory Network, LLC. Bowhay holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Investor Fan is a financial advisory firm operating in Moraga, California. The investment advisory business has offices in seven locations and a total of eight employees. It controls $186 million in total assets among its 1,008 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 1,008 client accounts, just 8% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Investor Fan provides portfolio management for individuals and small businesses. Fees for financial advice typically depend on the type of financial services provided. However, fees billed by Investor Fan typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1036 Country Club Drive Suite 206
Moraga, CA 94556

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Investor Fan Brokerage Details

Total Assets Under Management

$186,163,454

Total Number of Employees

8

Total Number of Accounts

1,008

Average Account Size

$184,686

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Scott Bowhay Work History

Scott has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Investor'S Fiduciary Advisory Network, LLC

2022 - 2022 (< 1 year)

M. S. Howells & Co

2022 - 2022 (< 1 year)

Msh Capital Advisors Dba Bowhay Investments LLC

2010 - 2022 (12 years)

Wells Fargo Advisors Financial Network LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Bowhay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Investor Fan

Jeffrey Hughes
Burien, WA
Rod Ehrlich
Snoqualmie, WA
Vincent Donivan
Coeur D'Alene, ID
Scott Bowhay
Moraga, CA
Dale Teachout
Big Timber, MT
Timothy Donivan
La Grande, OR
Edward Panfili
Snoqualmie, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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