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Heath Shayne Bowen

ALLEGIS INVESTMENT ADVISORS, LLC·IDAHO FALLS, Idaho
Unclaimed Profile
591 PARK AVE., IDAHO FALLS, ID 83402CRD# 4824684Firm CRD# 157314
01

About

Heath Shayne Bowen is a registered financial advisor based in IDAHO FALLS, Idaho, affiliated with ALLEGIS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALLEGIS INVESTMENT ADVISORS, LLC
ALLEGIS INVESTMENT ADVISORS, LLC
AUM
$291M
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at ALLEGIS INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: SEMINAR FEES
Regulatory
SEC/IARD CRD# 4824684
Firm CRD# 157314
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heath Shayne Bowen offer?
Heath Shayne Bowen specializes in Financial Planning, Investment Management. Contact their office in IDAHO FALLS, Idaho for a consultation.
What are Heath Shayne Bowen's credentials?
Heath Shayne Bowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heath Shayne Bowen located?
Heath Shayne Bowen is based in IDAHO FALLS, Idaho, working with ALLEGIS INVESTMENT ADVISORS, LLC. Their office serves clients in the IDAHO FALLS metropolitan area and surrounding communities.
How does Heath Shayne Bowen charge for services?
Heath Shayne Bowen's firm is compensated through percentage of aum, hourly charges, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEGIS INVESTMENT ADVISORS, LLC?
ALLEGIS INVESTMENT ADVISORS, LLC has approximately 48 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IDAHO FALLS
Cameron G High — YELLOWSTONE PARTNERS LLCJeremy Neil Hulet — INTERMOUNTAIN WEALTH MANAGEMENT, INC.Bryce Craig Anderson — INTERMOUNTAIN WEALTH MANAGEMENT, INC.Christopher Michael Miller — ALLEGIS INVESTMENT ADVISORS, LLCDavid Henry Hansen — YELLOWSTONE PARTNERS LLC
Nearby cities in Idaho
BOISE (123)EAGLE (31)KETCHUM (27)MERIDIAN (16)MOSCOW (10)
City Guides
BOISE GuideEAGLE GuideKETCHUM GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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