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ROWLING AND ASSOCIATES ACCOUNTANCY CORPORATION

Advisory

N·SAN DIEGO, CA

Data as of Jun 30, 2020 · Source: SEC Form ADV

Total AUM
$419M
1-Year AUM Growth
+18.3%
3-Year CAGR
+12.8%
Employees
7
Assets Under Management
Total AUM$419M
Discretionary AUM$389M
Non-Discretionary AUM$30M
Discretionary %92.8%
Total Clients—
Team
Total Employees7
Investment Advisers15
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingFeb 6, 2012
Latest FilingJun 30, 2020
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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