Unclaimed Profile

Carolyn S. Owen

BRIZA CAPITAL ADVISORS, LLC·MIDLAND, Michigan

Clean recordBRIZA CAPITAL ADVISORS, LLC

2715 ASHMAN ST., MIDLAND, MI 48640CRD# 6925440Firm CRD# 294026

Profile Verification

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

Identity

Carolyn S. Owen · MIDLAND, MI

Registration

CRD #6925440 · BRIZA CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carolyn S. Owen is a registered financial advisor based in MIDLAND, Michigan, affiliated with BRIZA CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

BRIZA CAPITAL ADVISORS, LLC

AUM

$120M

Regulatory assets under management

Employees

Total firm employees

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Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6925440

Firm CRD# 294026

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Frequently Asked Questions

What services does Carolyn S. Owen offer?

Carolyn S. Owen specializes in Wealth Management. Contact their office in MIDLAND, Michigan for a consultation.

What are Carolyn S. Owen's credentials?

Carolyn S. Owen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carolyn S. Owen located?

Carolyn S. Owen is based in MIDLAND, Michigan, working with BRIZA CAPITAL ADVISORS, LLC. Their office serves clients in the MIDLAND metropolitan area and surrounding communities.

How does Carolyn S. Owen charge for services?

Carolyn S. Owen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIZA CAPITAL ADVISORS, LLC?

BRIZA CAPITAL ADVISORS, LLC has approximately 2 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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