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
P.o. Box 56634, Portland, OR 97220
https://www.facebook.com/bozco
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Boz & Company LLC
Showing 1 - 1 of 1 top financial advisors.
1
Todd Meier, financial advisor Vancouver WA
Todd C. Meier
CRD#: 6216427
Vancouver, WA

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.

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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