Overview
Assets Under Management: $804 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 375
Average Client Assets: $1.3 million
Frequently Asked Questions
BOWLING PORTFOLIO MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133488), BOWLING PORTFOLIO MANAGEMENT LLC is subject to fiduciary duty under federal law.
BOWLING PORTFOLIO MANAGEMENT LLC is headquartered in CINCINNATI, OH.
BOWLING PORTFOLIO MANAGEMENT LLC serves 375 high-net-worth clients according to their SEC filing dated January 31, 2018. View client details ↓
According to their SEC Form ADV, BOWLING PORTFOLIO MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BOWLING PORTFOLIO MANAGEMENT LLC manages $804 million in client assets according to their SEC filing dated January 31, 2018.
According to their SEC Form ADV, BOWLING PORTFOLIO MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 375
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.18%
Average Client Assets: $1.3 million
Total Client Accounts: 940
Discretionary Accounts: 940
Regulatory Filings
CRD Number: 133488
Filing ID: 1168769
Last Filing Date: 2018-01-31 09:53:00