Bowling Portfolio Management is an investment advisor in Cincinnati with $554.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201939890
SEC advisor number
801-63696
FINRA CRD number
133488
AUM ?
$554.78 mm
(as of 1 Mar 23)
Accounts
786
(as of 1 Mar 23)
Employees
6
(2 investment advisory or research)
Address
Bowling Portfolio Management
4030 SMITH ROAD SUITE 140
CINCINNATI
OH 45209
4030 SMITH ROAD SUITE 140
CINCINNATI
OH 45209
Phone
513-871-7776
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
4 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
30 Jul 21
13F-HR
Quarterly holdings report by institutional manager
19 Apr 21
13F-HR
Quarterly holdings report by institutional manager
15 Jan 21
13F-HR
Quarterly holdings report by institutional manager
15 Oct 20
13F-HR
Quarterly holdings report by institutional manager
21 Jul 20