Bosshard Investment Management Co., LLC (Akron)

Bosshard Investment Management Co., LLC is a large advisory firm based in Akron. It manages $101.55 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Ohio.

Bosshard Investment Management Co. provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consultation services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bosshard Investment Management Co.: assets under management

The assets under management (AUM) of Bosshard Investment Management Co., LLC is $101.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $101.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $615.44 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bosshard Investment Management Co., LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bosshard Investment Management Co., LLC

Dean Douglas Kohmann has been acting as President since 1 Jul 2015. Michael Andrew Mcclary has served as the Chief Investment Officer since 1 Jan 2010. Lynn Marie Goebel joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Otto Bosshard	Managing member	1 Dec 2005	75% - 100%	26543
Otto (Nmn) Bosshard	President and chief compliance officer	1 Dec 2005	75% - 100%	26543
Michael Andrew Mcclary	Chief investment officer	1 Jan 2010	Other	4802823
Mitchell T. Deane	Chief compliance officer	1 Feb 2012	Other	5603619
Lynn Marie Goebel	Chief compliance officer	1 Sep 2013	Other	5008554
Dean Douglas Kohmann	President	1 Jul 2015	Other	2915507
Dean Douglas Kohmann	President/member	1 Nov 2015	50% - 75%	2915507

Based in Akron

The principal office where Bosshard Investment Management Co., LLC performs its advisory services is located at 130 Springside Drive, Akron, OH 44333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.