Boz & Company LLC
Boz & Company LLC (CRD# 167851) is a financial advisory firm headquartered in Portland, OR. They manage $11,700,000 in 171 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts171ACCOUNTS
Average Account Value$68,421
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
Gary Meier (CRD# 1591561) is an Investment Advisor Representative working at Boz & Company LLC in Vancouver, WA and has over 31 years of experience in the finance industry.