Bowling Portfolio Management LLC
Bowling Portfolio Management LLC (CRD# 133488) is a financial advisory firm headquartered in Cincinnati, OH. They manage $554,781,105 in 786 accounts and serve the financial needs of clients across 52 states (or territories).
Current Firm Details
Bowling Portfolio Management LLC
By the Numbers
-
Total Assets Under Management555MILLION
-
Total Number of Accounts786ACCOUNTS
-
Average Account Value$705,828
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
Registered Investment Advisor
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
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.