Unclaimed Profile

Mitchell T. Deane

BOSSHARD INVESTMENT MANAGEMENT CO., LLC·AKRON, Ohio

Clean recordBOSSHARD INVESTMENT MANAGEMENT CO., LLC

130 SPRINGSIDE DRIVE, AKRON, OH 44333CRD# 5603619Firm CRD# 138851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mitchell T. Deane · AKRON, OH

Registration

CRD #5603619 · BOSSHARD INVESTMENT MANAGEMENT CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mitchell T. Deane is a registered financial advisor based in AKRON, Ohio, affiliated with BOSSHARD INVESTMENT MANAGEMENT CO., LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

AUM

$749M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5603619

Firm CRD# 138851

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mitchell T. Deane offer?

Mitchell T. Deane specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AKRON, Ohio for a consultation.

What are Mitchell T. Deane's credentials?

Mitchell T. Deane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mitchell T. Deane located?

Mitchell T. Deane is based in AKRON, Ohio, working with BOSSHARD INVESTMENT MANAGEMENT CO., LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Mitchell T. Deane charge for services?

Mitchell T. Deane'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 BOSSHARD INVESTMENT MANAGEMENT CO., LLC?

BOSSHARD INVESTMENT MANAGEMENT CO., LLC has approximately 4 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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