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Harvey Allen Rowen

STARMONT ASSET MANAGEMENT, LLC·SAN RAMON, California
Unclaimed Profile
BISHOP RANCH 6, SAN RAMON, CA 94583CRD# 2215777Firm CRD# 118637
01

About

Harvey Allen Rowen is a registered financial advisor based in SAN RAMON, California, affiliated with STARMONT ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STARMONT ASSET MANAGEMENT, LLC
STARMONT ASSET MANAGEMENT, LLC
AUM
$100M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STARMONT ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2215777
Firm CRD# 118637
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harvey Allen Rowen offer?
Harvey Allen Rowen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAMON, California for a consultation.
What are Harvey Allen Rowen's credentials?
Harvey Allen Rowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harvey Allen Rowen located?
Harvey Allen Rowen is based in SAN RAMON, California, working with STARMONT ASSET MANAGEMENT, LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Harvey Allen Rowen charge for services?
Harvey Allen Rowen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STARMONT ASSET MANAGEMENT, LLC?
STARMONT ASSET MANAGEMENT, LLC has approximately 1 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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