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About this Advisor
Nicholas Bowers is a certified financial planner whose office is in Austin, Texas. Currently an investment advisor at Innealta Capital, Bowers has 14 years of professional experience in the financial advisory industry. Bowers maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Bowers can advise investors in Texas. During their career, Bowers has held roles at Advantous Consulting, St. Paul'S High School, Louisiana State Capitol, Regions Insurance, The Olivier Group LLC, Louisiana State University, Dfa Securities LLC, Dimensional Fund Advisors Lp and Afam Capital, Inc. Innealta Capital is headquartered in Austin, Texas. In total, Innealta Capital oversees $212 million in assets throughout two accounts and retains 10 staff members. The firm's total assets under management places it among the mid-sized financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisor firm's 2 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Innealta Capital can offer portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
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Innealta Capital Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Nicholas Bowers Work History
Nicholas has 14 years of experience.
Innealta Capital, LLC
Northern Lights Distributors, LLC
Afam Capital, Inc
Dfa Securities LLC
Dimensional Fund Advisors Lp
Dimensional Fund Advisors Lp
The Olivier Group LLC
Louisiana State Capitol
Louisiana State University
St. Paul'S High School
Nicholas Bowers has no disclosures.
Please visit their SEC profile for more details.