Bowling Portfolio Management - Ownership and Business Overview

Financial ServicesCompany

Bowling Portfolio Management Ownership

Who owns Bowling Portfolio Management?

Bowling Portfolio Management is owned by CI Financial. It was acquired on September 21, 2020.

Bowling Portfolio Management Business Overview

Where is Bowling Portfolio Management headquartered?

Bowling Portfolio Management is headquartered in Cincinnati, Ohio.

What sector is Bowling Portfolio Management in?

Bowling Portfolio Management is a financial services company.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 176 acquisitions of financial services companies in 2020, including 20 acquisitions by private equity firms, and 156 by strategics.

Bowling Portfolio Management LLC

4030 Smith Road Suite 140,
Cincinnati, Ohio 45209
United States,
(513) 871-7776
www.bowlingpm.com

Bowling Portfolio Management LLC is a woman-owned registered investment advisory firm with US$450 million in assets under management. Bowling provides customized financial planning and investment management services to high-net-worth clients.


Company Summary

SECTOR

Financial Services

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