Bomoseen Asset Managers, LLC

Bomoseen Asset Managers, LLC (CRD# 170216) is a financial advisory firm headquartered in , . They manage $8,778,833 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $4,389,417
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Bomoseen Asset Managers, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan M. Stern
CRD#: 6285093
Potomac, MD
89
Wealthminder
score

Jonathan Stern (CRD# 6285093) is an Investment Advisor Representative working at Bomoseen Asset Managers, LLC in Potomac, MD and has over 2 years of experience in the finance industry.

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