BOSTWICK CAPITAL LLC

40 Birch Hill Rd
Suite 3
Locust Valley, New York 11560
Tel: 212-776-1032

About BOSTWICK CAPITAL LLC

BOSTWICK CAPITAL LLC, formally registered with the SEC as BOSTWICK CAPITAL LLC. The firm was established in 06/03/2014. They have over 1 offices throughout the country.

BOSTWICK CAPITAL LLC is a Locust Valley, New York based Financial Planning firm with nearly $260,244,388 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162386
SEC#	801-79843
Assets Managed by Firm	$260,244,388
No. of Clients	6
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$260,244,388

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