Bowline Financial, LLC

Bowline Financial, LLC (CRD# 310255) is a financial advisory firm headquartered in Grosse Pointe Woods, MI. They manage $57,990,040 in 79 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
20916 Mack Ave., Suite 200, Grosse Pointe Woods, MI 48236
https://www.bowlinefinancial.com/
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $734,051
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Bowline Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Herbert, financial advisor Grosse Pointe Woods MI
John A. Herbert
CRD#: 6516038
20916 Mack Ave., Suite 200, Grosse Pointe Woods, MI 48236

John Herbert (CRD# 6516038) is an Investment Advisor Representative working at Bowline Financial, LLC in Grosse Pointe Woods, MI and has over 8 years of experience in the finance industry.

2
Matthew Sumnicht, financial advisor Grosse Pointe Woods MI
Matthew D. Sumnicht
CRD#: 6320750
20916 Mack Ave., Suite 200, Grosse Pointe Woods, MI 48236

Matthew Sumnicht (CRD# 6320750) is an Investment Advisor Representative working at Bowline Financial, LLC in Grosse Pointe Woods, MI and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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