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Bowline Financial, LLC

Bowline Financial, LLC. CRD 310255

Bowline Financial, LLC logo

CRD: 310255

Bowline Financial, LLC

Grosse Pointe Woods, MI, 48236
2483276390
$64.2M Total AUM
$64.2M Disc. AUM
-- 3Y CAGR
3 Employees
143 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
ValueHorizon +more
Established Date
11-06-2020
Office Locations
1

Office Locations

20916 Mack Ave. Suite 200 Grosse Pointe Woods MI

About Bowline Financial, LLC

Bowline Financial is an independent, fee-only RIA providing financial planning and investment management for households and business owners/entrepreneurs. The firm emphasizes prudent, process-driven portfolio construction and risk management, with portfolios commonly implemented using ETFs and mutual funds. Tech-forward operations and Schwab custody support a streamlined client experience.

Team overview

31 AVG AGE
$32.1M AVG AUM / ADVISOR
$449.3K AVG AUM / CLIENT
5.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

North Capital

Client Personas

Momentum pathway Eagle Zenith north

Custodian

Crest glacier Harbor value Prime ember

Investment Themes

Frontier Quantum Vital catalyst

Investment Vehicles

Wave

Platform

Ember

Services

Momentum meridian Timber focus Unison horizon Meridian unison Wave Zenith Value insight Peak

Technology

Oak atlas Radial fusion Eagle Frontier Vertex

Owner & Executives

JOHN A. HERBERT

JOHN A. HERBERT

Chief Compliance Officer, Financial Advisor, Managing Partner, President

CRD
#6516038
Ownership
50% but less than 75%
(569) 673-5716
capital.bridge@frontiercapital.com
in linkedin.com/in/harbor-summit
M

MATTHEW DAVID SUMNICHT

Advisor, Co-founder, Financial Advisor

CRD
#6320750
Ownership
50% but less than 75%
(777) 490-8280
zenith.harbor@harborcapital.com
in linkedin.com/in/radial-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $64,243,160 --
Non-Discretionary $0 --
Total $64,243,160 --

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Separately Managed Accounts

Total SMA Asset: $64,243,160

$64.2M Total SMA
Equity - Exchange:
20.9%
Public Funds:
33.1%
Corporate - Investment Grade:
14.6%
Cash:
31.4%
Asset class Assets Assets %
Equity - Exchange $1,018,368,539 20.9%
Public Funds $1,612,822,901 33.1%
Corporate - Investment Grade $711,396,204 14.6%
Cash $1,529,989,096 31.4%
Total $4,872,576,740 100.0%

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