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
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts1ACCOUNTS
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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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Bozeman, LLC
1
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 (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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