BOZ & COMPANY LLC

BOZ & COMPANY LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 167851). Regulatory assets under management: $15.9M.

Registration

• CRD: 167851
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167851 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search