Bowman Financial Management Co Inc (Baltimore)

Bowman Financial Management Co Inc is a large advisory firm based in Baltimore. It manages $168 million of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Texas.

Bowman Financial Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bowman Financial Management: assets under management

The assets under management (AUM) of Bowman Financial Management Co Inc is $168 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $168 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.35 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bowman Financial Management Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bowman Financial Management Co Inc

Donald Eugene Bowman has been acting as President since 1 Dec 1978. Sidney Edwin Bostian joined the executive team most recently as the Vp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Eugene Bowman	President	1 Dec 1978	75% - 100%	2202188
Howard S Boote	Svp	1 Dec 1980	Other	5037475
Clark W Bowman	Svp,cco, clo	1 Sep 2004	Other	5037459
Sidney Edwin Bostian	Vp	1 Jan 2005	Other	1196146

Based in Baltimore

The principal office where Bowman Financial Management Co Inc performs its advisory services is located at 1330 F Smith Avenue, Baltimore, MD 21209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.