AdvisorOS Directory
Claim Profile
JB

Jan E Bos

SOUNDWATCH CAPITAL, LLC·ROWAYTON, Connecticut
Unclaimed Profile
137 ROWAYTON AVENUE, ROWAYTON, CT 06853CRD# 6441743Firm CRD# 173151
01

About

Jan E Bos is a registered financial advisor based in ROWAYTON, Connecticut, affiliated with SOUNDWATCH CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
SOUNDWATCH CAPITAL, LLC
SOUNDWATCH CAPITAL, LLC
AUM
$638M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SOUNDWATCH CAPITAL, LLC →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6441743
Firm CRD# 173151
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROWAYTON?

Browse all registered financial advisors in ROWAYTON, Connecticut or claim this profile if it's yours.

Browse ROWAYTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jan E Bos offer?
Jan E Bos specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROWAYTON, Connecticut for a consultation.
What are Jan E Bos's credentials?
Jan E Bos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jan E Bos located?
Jan E Bos is based in ROWAYTON, Connecticut, working with SOUNDWATCH CAPITAL, LLC. Their office serves clients in the ROWAYTON metropolitan area and surrounding communities.
How does Jan E Bos charge for services?
Jan E Bos's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUNDWATCH CAPITAL, LLC?
SOUNDWATCH CAPITAL, LLC has approximately 4 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ROWAYTON
Paul George Sedlack — GRAHAM CAPITAL MANAGEMENT, L.P.Robert Emmett Murray — GRAHAM CAPITAL MANAGEMENT, L.P.Pablo Enrique Calderini — GRAHAM CAPITAL MANAGEMENT, L.P.Isaac Nmn Finkle — GRAHAM CAPITAL MANAGEMENT, L.P.Kenneth G Tropin — GRAHAM CAPITAL MANAGEMENT, L.P.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile