Colsara National Wealth Management LLC

Colsara National Wealth Management LLC (CRD# 305167) is a financial advisory firm headquartered in , . They manage $24,000,000 in 72 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/in/james-bowler-54659691/
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Colsara National Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Bowler, financial advisor Peekskill NY
James R. Bowler
CRD#: 5828620
Peekskill, NY

James Bowler (CRD# 5828620) is an Investment Advisor Representative working at Colsara National Wealth Management LLC in Peekskill, NY and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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