Boz & Company LLC

Boz & Company LLC (CRD# 167851) is a financial advisory firm headquartered in Portland, OR. They manage $13,500,000 in 207 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $65,217
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

OR, WA

Financial Advisors at Boz & Company LLC
Showing 1 - 2 of 2 top financial advisors.
1
Todd C. Meier
CRD#: 6216427
Custom House, 220 Nw 8th Avenue, Portland, OR 97209
90
Wealthminder
score

Todd Meier (CRD# 6216427) is an Investment Advisor Representative working at Boz & Company LLC in Portland, OR and has 1 year of experience in the finance industry.

2
Gary A. Meier
CRD#: 1591561
Park Tower Addition, 201 Ne Park Plaza Drive, Ste 286, Vancouver, WA 98684
61
Wealthminder
score

Gary Meier (CRD# 1591561) is an Investment Advisor Representative working at Boz & Company LLC in Vancouver, WA and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.