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Bowen John Charles (Coronado)


Bowen John Charles is an adviser based in Coronado. It manages $53.66 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

Bowen John Charles provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bowen John Charles: assets under management

The assets under management (AUM) of Bowen John Charles is $53.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $654.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bowen John Charles for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Coronado

The principal office where Bowen John Charles performs its advisory services is located at 1330 Orange Avenue Ste 305, Coronado, CA 92118, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-437-7224 or by fax 619-437-7224. The normal business hours are 7 am to 5 pm on Monday - Friday.


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