RIA Intel›Advisers›Michigan›BOWLINE FINANCIAL, LLC

BOWLINE FINANCIAL, LLC

Advisory

GROSSE POINTE WOODS, MI

Data as of Jun 4, 2026 · Source: SEC Form ADV

Rank in MI
#465
of 521 advisers by AUM
Average account
$449K
across 143 accounts
AUM per adviser
$32M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 4, 2026.

Total AUM
$64M
Discretionary %
100%
Clients
143
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$64M
Discretionary AUM$64M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients143
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, MI, NC, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

C-PAS LLC
LANSING, MI
$64M
+3.1% 1Y
WEALTH MANAGEMENT PARTNERS LLC
$64M
STRATUS ADVISORY GROUP, INC.
HIGHLAND, MI
$65M
BRIDGERIVER ADVISORS LLC
BLOOMFIELD HILLS, MI
$64M
WEALTH FOR YOU FINANCIAL, LLC
GRAND BLANC, MI
$65M
EQUIVEST FINANCIAL ADVISORS LLC
$64M

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