Bowline Financial, LLC
Bowline Financial, LLC (CRD# 310255) is a financial advisory firm headquartered in Grosse Pointe Woods, MI. They manage $57,990,040 in 79 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management58MILLION
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Total Number of Accounts79ACCOUNTS
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Average Account Value$734,051
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, TX
Financial Advisors at Bowline Financial, LLC
1
John Herbert (CRD# 6516038) is an Investment Advisor Representative working at Bowline Financial, LLC in Grosse Pointe Woods, MI and has over 8 years of experience in the finance industry.
2
Matthew Sumnicht (CRD# 6320750) is an Investment Advisor Representative working at Bowline Financial, LLC in Grosse Pointe Woods, MI and has over 9 years of experience in the finance industry.
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