BOWLINE FINANCIAL, LLC
Firm details
- Headquarters
- GROSSE POINTE WOODS, Michigan
- CRD number
- 310255
- Website
- bowlinefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals35.49%
- HNWI35.15%
- Pension & Profit Sharing Plans29.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bowline Financial, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individuals and families as well as institutional clients and acts as a capital allocator, selecting third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements are a mix of percentage‑of‑AUM and fixed fees. Bowline also conducts other financial product sales activity and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds33%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents4%
Contacts
2 of 2JOHN HERBERT
Managing PartnerCRD 6516038
MATTHEW SUMNICHT
Founder and Managing PartnerCRD 6320750
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GROSSE POINTE WOODS, MI
WAYNE
Location
GROSSE POINTE WOODS, MI
Headquartered in GROSSE POINTE WOODS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 20916 Mack Ave
- Time zone
- ET (UTC-5)
- Office locations
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