Boselah Investments
Firm details
- Headquarters
- ,
- CRD number
- 171726
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.67%
- Individuals14.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Boselah Investments is a small, owner-operated limited liability company that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and runs a concentrated, equity-tilted strategy: exchange-traded equities are the dominant sleeve of client portfolios. Management activity is hands-on and discretionary, with client relationships kept intentionally small to support customized allocations and direct trading decisions. The firm does not identify as an ESG investor and is not set up as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Cash & Cash Equivalents42%
- Other4%
Contacts
1 of 1Earle Johnson
Managing MemberCRD 6359284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
International Asset Management, Inc.
RIADiamond Equity Advisors
RIAColumbus, OH
Rich & Company LLC
RIAMilton, GA
NW Straits Financial Services
RIAETF Portfolio Management LLC
RIAWestlake Village, CA
Truehand Inc
RIAStrafford, NH