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Roger Bosch

Boreal Capital Management LLC

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About Roger Bosch

Roger Bosch is an investment advisor representative currently registered with Boreal Capital Management LLC. Roger is licensed to conduct business in Florida. Roger has been active in the securities industry since 2023 and has a total of 5 industry exams. Roger is also licensed as an Investment Advisor Representative in Florida.

Firm Information

Roger Bosch is currently registered with Boreal Capital Management LLC. Boreal Capital Management LLC is an investment adviser headquartered in Miami, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, and pooled investment vehicles. The firm's advisory services include portfolio management for individuals, businesses, and pooled investment vehicles. Boreal Capital Management LLC is registered with the SEC under SEC number 801-57604.
Boreal Capital Management LLC

1450 BRICKELL AVENUE

MIAMI, FL 33131

$1.38B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Roger Bosch’s Registration & Firm History

FL

03/04/2024 - Present

Boreal Capital Management LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 02/16/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2024

Series 24 - General Securities Principal Examination

BC

Issued 01/12/2024

Series 99TO - Operations Professional Examination

BC

Issued 11/04/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roger Bosch.
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