Bozeman, LLC

Bozeman, LLC (CRD# 164813) is a financial advisory firm headquartered in Spokane, WA. They manage $959,583 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
530 W Main Ave, Suite 321, Spokane, WA 99201
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $959,583
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Bozeman, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Knapton, financial advisor Spokane WA
Nicholas R. Knapton
CRD#: 6226955
530 W Main Ave, Suite 321, Spokane, WA 99201

Nicholas Knapton (CRD# 6226955) is an Investment Advisor Representative working at Bozeman, LLC in Spokane, WA and has 1 year of experience in the finance industry.

2
Emily Wright, financial advisor Spokane WA
Emily A. Wright
CRD#: 6227634
530 W Main Ave, Suite 321, Spokane, WA 99201

Emily Wright (CRD# 6227634) is an Investment Advisor Representative working at Bozeman, LLC in Spokane, 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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