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Trust Score 99%
Trust Score  info_outline

B|O|S, federally registered in 1996, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 27 advisors. B|O|S manages $4.1 billion and provides investment advisory services for 912 clients (1:34 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Timothy Justin Raftis
Avg Advisor Trust Score 97
Avg Advisor Years Registered 7
Minimum Investment $3,000,000
Average Client Balance $4,448,277
Total AUM $4.1 billion
Advisor / Client Ratio 1:34
Headquarters San Francisco, CA
SEC Filings Forms and Brochures    (CRD # 110496)
State(s) Registered AZ, CA, CO, CT, DC, FL, IL, MA, NH, NY, NC, OH, OR, TX, WA

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