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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

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

  • DARREN CHARLES KAVESH

    LLC MEMBER/EXECUTIVE COMMITTEE MEMBER/CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%

  • KATHLEEN ANN WAYNER

    LLC MEMBER/EXECUTIVE COMMITTEE MEMBER/PRESIDENT, CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%

  • PATRICIA CAPAL POWELL

    VICE PRESIDENT & CHIEF COMPLIANCE OFFICER owns less than 5%

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 25, 2019

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