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3
Followers on Owler
Bowling
is a wealth advisory firm that provides financial planning and investment management services for individuals and businesses...
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Overview
News & Insights
Bowling
is a wealth advisory firm that provides financial planning and investment management services for individuals and businesses...
Read more
President & CEO
Kathleen Wayner
CEO Approval Rating
90/100
Weigh In
1982
Cincinnati
Ohio
Private
Banking, Financial Services and Insurance
Asset & Investment Management
https://www.bowlingpm.com/
Est. Annual Revenue
$25-100M
Agree?
Yes
No
Est. Employees
25-100
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Yes
No
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News
Latest News
Nov 18, 2020
centralcharts
Press Release: Bowling : CI Financial Begins Trading on New York Stock Exchange, Completes Acquisition of Bowling Portfolio Management
Sep 21, 2020
Seeking Alpha
Bowling: CI Financial to acquire Bowling Portfolio Management; ninth RIA transaction
Aug 18, 2018
Zolmax News
Bowlingpm: Bowling Portfolio Management LLC Takes $152,000 Position in Nexeo Solutions Inc (NXEO)
May 10, 2017
Zolmax News
Bowling Portfolio Management: 40,874 Shares in Prudential Financial Inc (PRU) Acquired by Bowling Portfolio Management LLC
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