Bosman Wealth Management, LLC

Bosman Wealth Management, LLC (CRD# 290550) is a financial advisory firm headquartered in Redlands, CA. They manage $73,698,427 in 261 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
555 Cajon Street, Suite D, Redlands, CA 92373
http://www.bosmanwealth.com
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $282,369
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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.

CA

Financial Advisors at Bosman Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Bosman, financial advisor Redlands CA
Michael L. Bosman
CRD#: 2724809
555 Cajon Street, Suite D, Redlands, CA 92373

Michael Bosman (CRD# 2724809) is an Investment Advisor Representative working at Bosman Wealth Management, LLC in Redlands, CA and has over 23 years of experience in the finance industry.

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