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Stephen James Bowery

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC·NORFOLK, Virginia
Unclaimed Profile
150 WEST MAIN STREET, NORFOLK, VA 23510CRD# 1893325Firm CRD# 106060
01

About

Stephen James Bowery is a registered financial advisor based in NORFOLK, Virginia, affiliated with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
AUM
$191M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1893325
Firm CRD# 106060
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen James Bowery offer?
Stephen James Bowery specializes in Investment Management, Retirement Planning. Contact their office in NORFOLK, Virginia for a consultation.
What are Stephen James Bowery's credentials?
Stephen James Bowery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen James Bowery located?
Stephen James Bowery is based in NORFOLK, Virginia, working with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.
How does Stephen James Bowery charge for services?
Stephen James Bowery's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC?
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC has approximately 8 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORFOLK
David Eugene Thiel — CAPES CAPITAL MANAGEMENT, INC.Theodore Carlyle Turnage — WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCLawrence Albert Bernert — WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCDavid James Kyle Elliott — WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCEmmet Francis Martin — LAFAYETTE ADVISORS LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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