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BOZ & COMPANY LLC
CRD 167851
525 3RD ST, SUITE 200, LAKE OSWEGO, OR, 97034, United States
Phone
855-790-2317
Fax
360-859-0572
Registration
— (—)
Source
State registered
Total AUM
$15.9M
Discretionary AUM
$15.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $7.1M |
| High net worth individuals | 5 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD