Iniciar sesión Regístrese gratis

Harry S. Bower, LLC (Dennis)


Harry S. Bower, LLC is an adviser based in Dennis. It manages $39.67 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Massachusetts and New York.




Harry S. Bower provides portfolio management for individuals and small businesses and trusts & estates. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harry S. Bower: assets under management

The assets under management (AUM) of Harry S. Bower, LLC is $39.67 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.36 million in discretionary accounts and $16.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $753.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.02 million.
Harry S. Bower has custody of $7.16 million in cash and securities for 14 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Harry S. Bower, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dennis

The principal office where Harry S. Bower, LLC performs its advisory services is located at 39 Barristers Walk, Dennis, MA 02638, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-942-6180 or by fax 603-375-0067. The normal business hours are by appointment only on Other.


Registered investment advisers similar to Harry S. Bower, LLC