$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2014
- Office Locations
- 1
Office Locations
525 3RD ST Suite 200 Lake Oswego OR
About BOZ & Company LLC
Boz & Company LLC is an Oregon- and Washington-registered RIA providing portfolio management and financial planning for individuals and businesses. The firm follows Graham/Buffett-style value investing—seeking publicly traded companies at a margin of safety, including occasional “cheap-and-ugly” opportunities—using client portals such as MoneyGuidePro and custodians like Schwab.
Team overview
42 AVG AGE
$15.9M AVG AUM / ADVISOR
$398.3K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Custodian
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Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Technology
Available
Owner & Executives
TODD CHARLES MEIER
Chief Compliance Officer, Managing Partner, Partner, SECURITIES ANALYST
- CRD
- #6216427
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,933,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,933,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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