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Building 2BOSMAN WEALTH MANAGEMENT, LLC

Map pinREDLANDS, CA
Phone909-792-6765
NotebookSEC #801-132247
Total AUM
$140.1M
Employees
1
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 CAJON STREET
SUITE D
REDLANDS
CA 92373
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
909-792-6765

ReceiptFinancials

Total AUM
$140.1M
Accounts
292
Discretionary
$140.1M
Accounts
292
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$34.7M
HNW Individual Clients
39
AUM
$103M
Charitable Organization Clients
3
AUM
$2.4M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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