Howard
Bos

Richmond Capital Management Inc

CRD#1390430
Investment Advisor
in Richmond, VA

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About this Advisor

Howard Bos is a financial advisor based in Richmond, Virginia, working with Richmond Capital Management Inc. Howard has previously held a position at Richmond Capital Management. Howard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Georgia, and Virginia. Currently, Howard is part of Richmond Capital Management Inc, which operates out of Richmond, Virginia. The firm has 21 employees and manages assets totaling $5.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars. The fee structure at Richmond Capital Management Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

10800 Midlothian Tpk Suite 217
Richmond, VA 23235

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Richmond Capital Management Inc Brokerage Details

Total Assets Under Management

$5,585,261,000

VA Average: $1,835,309,194
Total Number of Employees

21

VA Average: 32
Total Number of Accounts

174

VA Average: 1,458
Average Account Size

$32,099,201

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Howard Bos Work History

1999 - Present (25 years)

Richmond Capital Management

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Disclosures

Please visit the SEC profile of Howard Bos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Richmond Capital Management Inc

Otto Glatt
Richmond, VA
Stephen Rosa
Richmond, VA
Nicholas Sejnost
Richmond, VA
John Sides
Richmond, VA
Michael Ibarra
Richmond, VA
Patton Roark
Richmond, VA
Paul Lundmark
Richmond, VA
Roy Mcdowell
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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