Bosman Wealth Management, LLC

Bosman Wealth Management, LLC (CRD# 290550) is a financial advisory firm headquartered in Redlands, CA. They manage $87,465,869 in 254 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
    87
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $344,354
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
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 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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