BOSUN ASSET MANAGEMENT, LLC

455 N Cityfront Plaza
Suite 2025
Chicago, Illinois 60611
Tel: 707-402-9922

About BOSUN ASSET MANAGEMENT, LLC

BOSUN ASSET MANAGEMENT, LLC, formally registered with the SEC as BOSUN ASSET MANAGEMENT, LLC. The firm was established in 04/26/2021. They have over 1 offices throughout the country.

BOSUN ASSET MANAGEMENT, LLC is a Chicago, Illinois based Financial Planning firm with nearly $247,608,902 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307765
SEC#	801-120965
Assets Managed by Firm	$247,608,902
No. of Clients	41
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	41	$247,608,902
High net worth individuals	36	$167,389,057
Pension and profit sharing plans	2	$40,954,042

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