Boz & Company LLC
Boz & Company LLC (CRD# 167851) is a financial advisory firm headquartered in Portland, OR. They manage $19,984,000 in 126 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts126ACCOUNTS
-
Average Account Value$158,603
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX, WA
Financial Advisors at Boz & Company LLC
1
Todd Meier (CRD# 6216427) is an Investment Advisor Representative working at Boz & Company LLC in Vancouver, WA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.