Scott
Bowhay

Investor Fan

CRD#867438
Investment Advisor
in Moraga, CA

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About this Advisor

Scott Bowhay is a financial advisor based in Moraga, California, working with Investor Fan. Scott has previously held positions 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. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Scott is part of Investor Fan, which operates out of Moraga, California. The firm has 8 offices and 8 employees. The firm manages assets totaling $255.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Investor Fan includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1036 Country Club Drive Suite 206
Moraga, CA 94556

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Investor Fan Brokerage Details

Total Assets Under Management

$255,405,413

Total Number of Employees

8

Total Number of Accounts

1,060

Average Account Size

$240,949

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Scott Bowhay Work History

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

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
Vincent Donivan
Coeur D'Alene, ID
Deborah Ellis
Granada Hills, CA
Rod Ehrlich
Boise, ID
Scott Bowhay
Moraga, CA
Dale Teachout
Big Timber, MT
Timothy Donivan
La Grande, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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