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Harry S. Bower, LLC

Updated today

Total assets under management

$0

Total clients

16

44% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

16

Average account size

$0

About

Harry S. Bower LLC provides non-discretionary investment consulting to individuals, trusts, estates and charitable organizations, offering advice on portfolio construction, asset allocation and equity market conditions. The firm operates as a single-advisor independent registered investment adviser and generally charges percentage-of-assets advisory fees.

Advice is delivered on a non-continuous, non-discretionary basis: the firm does not effect transactions for client accounts and relies on client-selected custodians to provide valuations and account statements. The firm’s analysis uses fundamental, cyclical, quantitative and technical methods and may recommend a range of strategies — including options, other derivatives, short selling and the use of leverage — with an emphasis on large-cap equities and investment-grade fixed income.

Noteworthy aspects include a very small client roster (16 clients) and the firm’s disclosure that it had no continuous assets under management as of December 31, 2025 and no longer provides continuous and regular investment advice. The combination of a solo practice with a broad toolkit of derivative and short-selling strategies and a custody-agnostic, strictly non-discretionary operating model is atypical for firms of this size.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

0.20% annually

Main office location

Harry S. Bower, LLC

Dennis MA, United States

Number of offices

1

Most active in

Massachusetts

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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