Owen Financial Planning, LLC

Owen Financial Planning, LLC (CRD# 291749) is a financial advisory firm headquartered in , . They manage $4,384,918 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/justin-owen-4b878ba5
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $42,989
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Owen Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Justin Owen, financial advisor San Angelo TX
Justin M. Owen
CRD#: 6395635
San Angelo, TX

Justin Owen (CRD# 6395635) is an Investment Advisor Representative working at Owen Financial Planning, LLC in San Angelo, TX and has over 4 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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