BOWLING PORTFOLIO MANAGEMENT LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	3

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	786	$554.8M
Non-Discretionary	0	$0
Total	786	$554.8M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	315	$471.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	4	$17.8M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	15	$65.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	9.7M
Both for Same	0

Portfolio Manager to Program	Sponsor
MAPS	MIDATLANTIC SECURITIES
ENVESTNET INC	ENVESTNET INC

Identifiers

SEC RIA File Number	801-63696
SEC ERA File Number	801-63696
SEC CIK Numbers	1322590
SEC CRD Numbers	133488
Legal Entity Identifier	None

Principal Office

4030 SMITH ROAD
SUITE 140
CINCINNATI
OH
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic