Bowling Portfolio Management LLC

Bowling Portfolio Management LLC (CRD# 133488) is a financial advisory firm headquartered in Cincinnati, OH. They manage $508,725,572 in 899 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    509
    MILLION
  • Total Number of Accounts
    899
    ACCOUNTS
  • Average Account Value
    $565,879
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Bowling Portfolio Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Darren C. Kavesh
CRD#: 2975559
4030 Smith Road, Suite 140, Cincinnati, OH 45209
96
Wealthminder
score

Darren Kavesh (CRD# 2975559) is an Investment Advisor Representative working at Bowling Portfolio Management LLC in Cincinnati, OH and has over 19 years of experience in the finance industry.

2
Kathleen A. Wayner
CRD#: 1468067
4030 Smith Road, Suite 140, Cincinnati, OH 45209
93
Wealthminder
score

Kathleen Wayner (CRD# 1468067) is an Investment Advisor Representative working at Bowling Portfolio Management LLC in Cincinnati, OH and has over 22 years of experience in the finance industry.

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