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G. EARL MOWREY & CO., L.L.C
G. EARL MOWREY & CO., L.L.C.
CRD 120802 · SEC 801-69497
4964 BELMONT AVENUE, SUITE A, YOUNGSTOWN, OH, 44505, United States
Phone
330-759-3444
Fax
330-759-3444
Registration
— (—)
Source
State registered
Total AUM
$41.3M
Discretionary AUM
$1.1M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $23.8M |
| High net worth individuals | 6 | $12.7M |
| Pension/profit sharing plans | 1 | $4.8M |
Official SEC filing: View on IAPD