Bozarth Investment Management, Inc. (Spokane)

Name: Bozarth Investment Management, Inc.
Address: 5915 South Regal Street Ste. 202, Spokane, WA, 99223 6970
Telephone: 509-755-5001

Bozarth Investment Management, Inc. is an adviser based in Spokane. It manages $12.02 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2003.

Bozarth Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bozarth Investment Management: assets under management

The assets under management (AUM) of Bozarth Investment Management, Inc. is $12.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.95 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bozarth Investment Management, Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bozarth Investment Management, Inc.

Gordon David Bozarth has been acting as President since 1 Apr 1992. Daniel Clary Murphy joined the executive team most recently as the Chief Compliance Officer/Vp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gordon David Bozarth	President	1 Apr 1992	75% - 100%	27994
Daniel Clary Murphy	Chief compliance officer/vp	1 Jan 2000	Other	4418879

Based in Spokane

The principal office where Bozarth Investment Management, Inc. performs its advisory services is located at 5915 South Regal Street Ste. 202, Spokane, WA 99223 6970, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 509-755-5001 or by fax 509-755-5005. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at bozarthonline.com.