Unclaimed Profile

Michelle L. Bowen

ACCORDANT INVESTMENTS LLC·SCOTTSDALE, Arizona

Clean recordACCORDANT INVESTMENTS LLC

6710 E. CAMELBACK RD, SUITE 100, SCOTTSDALE, AZ 85251-2031CRD# 7528208Firm CRD# 325678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle L. Bowen · SCOTTSDALE, AZ

Registration

CRD #7528208 · ACCORDANT INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michelle L. Bowen is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with ACCORDANT INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ACCORDANT INVESTMENTS LLC

AUM

$36M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACCORDANT INVESTMENTS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7528208

Firm CRD# 325678

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michelle L. Bowen offer?

Michelle L. Bowen specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Michelle L. Bowen's credentials?

Michelle L. Bowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle L. Bowen located?

Michelle L. Bowen is based in SCOTTSDALE, Arizona, working with ACCORDANT INVESTMENTS LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Michelle L. Bowen charge for services?

Michelle L. Bowen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCORDANT INVESTMENTS LLC?

ACCORDANT INVESTMENTS LLC has approximately 12 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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