# BOZ & COMPANY LLC

BOZ & COMPANY LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 167851
- Type: SEC-registered investment adviser
- Location: 525 3RD ST, LAKE OSWEGO, OR, 97034
- Phone: 855-790-2317
- Latest filing: 2026-03-31
- Regulatory AUM: $15.9M
- Discretionary AUM: $15.9M
- Clients: 1
- Accounts: 116

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167851/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167851/similar
- Related entities: https://search.stillhousedata.com/firm/167851/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167851

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.