Zaloguj Zarejestruj się zadarmo

Bowengroup Advisors LLC (Idaho Falls)


Bowengroup Advisors LLC is a large advisory firm based in Idaho Falls. It manages $101.2 million of regulatory assets for 627 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Colorado, Idaho, and 3 other states.

Bowengroup Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bowengroup Advisors: assets under management

The assets under management (AUM) of Bowengroup Advisors LLC is $101.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $101.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $161.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bowengroup Advisors LLC 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 Idaho Falls

The principal office where Bowengroup Advisors LLC performs its advisory services is located at 2410 East 25 Th Circle, Idaho Falls, ID 83404 7549, which is also the mailing address of the firm. An additional office of the firm is in Logan, UT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 208-529-3462 or by fax 208-529-3555. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Bowengroup Advisors LLC