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James Harvey Bozman

BROAD STREET CAPITAL ADVISORS, LLC·ATHENS, Georgia
Unclaimed Profile
1550 TIMOTHY ROAD, ATHENS, GA 30606CRD# 1637763Firm CRD# 145460
01

About

James Harvey Bozman is a registered financial advisor based in ATHENS, Georgia, affiliated with BROAD STREET CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FINTRUST CAPITAL ADVISORS, LLC
FINTRUST CAPITAL ADVISORS, LLC
AUM
$1.7B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at FINTRUST CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1637763
Firm CRD# 145460
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Harvey Bozman offer?
James Harvey Bozman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATHENS, Georgia for a consultation.
What are James Harvey Bozman's credentials?
James Harvey Bozman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Harvey Bozman located?
James Harvey Bozman is based in ATHENS, Georgia, working with BROAD STREET CAPITAL ADVISORS, LLC. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does James Harvey Bozman charge for services?
James Harvey Bozman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROAD STREET CAPITAL ADVISORS, LLC?
BROAD STREET CAPITAL ADVISORS, LLC has approximately 35 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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