Emily Wright is a PFS-designated registered investment advisor at Bozeman, L.L.C., based in Spokane, WA, with 11 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bozeman receives a management fee for advisory services to the fund, calculated quarterly at 2.0% annually (0.50% quarterly) of the net asset value of the limited partnership interest. The fees are deducted directly from your capital account. Bozeman may waive or reduce the management fee for certain investors. The fund is also subject to an incentive allocation or performance fee, which is allocated to Bozeman's capital account and deducted directly from your fund capital account.
Location
530 W Main Ave, Suite 321, Spokane, WA, 99201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Emily is a CPA at Parks Associates PLLC, a public accounting firm, since January 2025. This non-investment related activity takes about 10-50% of Emily's time and occurs during trading hours.
Employment History
Current Registrations
Bozeman, L.L.C.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.