Bowling Portfolio Management LLC
Bowling Portfolio Management LLC (CRD# 133488) is a financial advisory firm headquartered in Cincinnati, OH. They manage $804,481,130 in 940 accounts and serve the financial needs of clients across 52 states (or territories).
Total Assets Under Management804MILLION
Total Number of Accounts940ACCOUNTS
Average Account Value$855,831
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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
Darren Kavesh (CRD# 2975559) is an Investment Advisor Representative working at Bowling Portfolio Management LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.
Kathleen Wayner (CRD# 1468067) is an Investment Advisor Representative working at Bowling Portfolio Management LLC in Cincinnati, OH and has over 23 years of experience in the finance industry.