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Building 2BOWLING PORTFOLIO MANAGEMENT LLC

Map pinCINCINNATI, OH
Phone513-871-7776
NotebookSEC #801-63696
Total AUM
$554.8M
Employees
6
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4030 SMITH ROAD
SUITE 140
CINCINNATI
OH 45209
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
513-871-7776

ReceiptFinancials

Total AUM
$554.8M
Accounts
786
Discretionary
$554.8M
Accounts
786
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
315
AUM
$471.3M
Pension/Profit Sharing Plan Clients
4
AUM
$17.8M
Corporation or Business Clients
15
AUM
$65.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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