Bowling Portfolio Management LLC
Legal Name: BOWLING PORTFOLIO MANAGEMENT LLC
Full Contact Details
Bowling Portfolio Management LLC
4030 SMITH ROAD, SUITE 140, CINCINNATI, OH
513-871-7776
513-871-7791
Other Info
Bowling Portfolio Management LLC, also known as BOWLING PORTFOLIO MANAGEMENT LLC, is a Delaware-based limited liability company with 8 employees, including 3 advisory roles. The number of clients they serve is unidentified. As of November 23, 2004, the firm was approved by the U.S. Securities and Exchange Commission (SEC).
CI Bowling Private Wealth - HOME
Phone: 123-456-7890 HOME ABOUT US WHAT WE OFFER OUR PHILOSOPHY OUR SERVICES CONTACT US HOME ABOUT US WHAT WE OFFER OUR PHILOSOPHY OUR SERVICES CONTACT US ☰ HOME ABOUT US WHAT WE OFFER OUR PHILOSOPHY OUR SERVICES CONTACT US A PROFOUNDLY DIFFERENT WEALTH MANAGEMENT EXPERIENCE CONTACT US At CI Bowlin…
Direct Owners
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DARREN CHARLES KAVESH
LLC MEMBER/EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
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KATHLEEN ANN WAYNER
LLC MEMBER/EXECUTIVE COMMITTEE MEMBER/PRESIDENT, CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
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PATRICIA CAPAL POWELL
VICE PRESIDENT & CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
- ROSS Sinclaire & Associates LLC
- Lenox Wealth Management Inc
- Berno Financial Management Inc
- Torch Wealth Management LLC
- Wealthquest Corporation
- Formidable Asset Management LLC
- Bartlett & Co Wealth Management LLC
- Kindred Spirits Investment Management LLC
- Waterstone Investment Counsel LLC
- John D Dovich & Associates LLC
Top Holdings
- Apple Inc $15,831k
- ALPHABET INC $11,565k
- Amazon.com Inc $9,095k
- COMCAST CORP $7,352k
- Chevron Corp $6,714k
- ANTHEM INC $6,660k
- CELGENE CORP $6,410k
- CBRE GROUP INC $5,621k
- BROADCOM INC $5,573k
- BIOGEN INC $5,550k