Persium Advisors, LLC

Investment Advisor
in Atlanta, GA

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About this Advisor

William Bowen is a certified financial planner working in Atlanta, Georgia, with 10 years of relevant experience. Bowen works at Persium Advisors, LLC. The advisor has gained experience at The Henssler Financial Group, Alps Distributors, Inc and White Horse Advisors, LLC. Bowen holds a Series 63 license, designating them as a securities representative, and can serve investors in Georgia and Texas. Persium Advisors, LLC is a company that has its headquarters in Atlanta, GA. It oversees $280 million in assets under management among its 321 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 321 customer accounts, 30% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business offers a set of services, such as portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees typically depend on which service is provided. Fee types billed by Persium Advisors, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations


Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2100 Riveredge Parkway Suite 1230
Atlanta, GA 30328

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Persium Advisors, LLC Brokerage Details

Total Assets Under Management


GA Average: $3,570,121,308
Total Number of Employees


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

William Bowen Work History

William has been registered as a financial advisor for 10 years.*

2013 - Present (10 years)

White Horse Advisors, LLC

2011 - 2013 (2 years)

Alps Distributors, Inc

2010 - 2013 (3 years)

The Henssler Financial Group

*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.


Please visit the SEC profile of William Bowen 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 Persium Advisors, LLC

Joel Rabanal
Atlanta, GA
Nancy Custer
Atlanta, GA
Raymond Prophater
Atlanta, GA
Michael Murray
Atlanta, GA
William Bowen
Atlanta, GA
Stephen Griner
Atlanta, GA
Patrick Ungashick
Atlanta, GA

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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