Bozeman, LLC

Bozeman, LLC (CRD# 164813) is a financial advisory firm headquartered in Spokane, WA. They manage $2,321,918 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,321,918
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
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.

WA

Financial Advisors at Bozeman, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas R. Knapton
CRD#: 6226955
505 West Riverside Ave., Suite 605, Spokane, WA 99201
87
Wealthminder
score

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 A. Wright
CRD#: 6227634
505 West Riverside Ave., Suite 605, Spokane, WA 99201
87
Wealthminder
score

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.

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