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BOWLINE FINANCIAL, LLC
CRD 310255
20916 MACK AVE., SUITE 200, GROSSE POINTE WOODS, MI, 48236, United States
Phone
(248) 327-6390
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$64.2M
Discretionary AUM
$64.2M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $22.8M |
| High net worth individuals | 11 | $22.6M |
| Pension/profit sharing plans | 10 | $18.9M |
All web addresses on file
Official SEC filing: View on IAPD