BOWLINE FINANCIAL, LLC

BOWLINE FINANCIAL, LLC of GROSSE POINTE WOODS, MI is an SEC-registered investment adviser (CRD 310255). Regulatory assets under management: $64.2M.

Registration

• CRD: 310255
• Type: Registered investment adviser
• Location: 20916 MACK AVE., GROSSE POINTE WOODS, MI, 48236
• Phone: (248) 327-6390
• Latest filing: 2026-06-04
• Regulatory AUM: $64.2M
• Discretionary AUM: $64.2M
• Clients: 3
• Accounts: 143

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310255 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search