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Stephanie Bosserman

Hunter Lewis LLC

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About Stephanie Bosserman

Stephanie Bosserman is a registered investment advisor representative at Hunter Lewis LLC in CROZET, VA. Stephanie has been working in the financial services industry since 1996 and has a background in providing investment administration and supervisory services to a single family office. Stephanie is a Chartered Financial Analyst and specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

Firm Information

Stephanie Bosserman is currently registered with Hunter Lewis LLC. Hunter Lewis LLC is an investment advisor registered with the SEC and has approximately $259.32 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, families, pooled investment vehicles, and charitable organizations. The firm's focus is on providing customized investment solutions that meet the unique needs of each client.

$259.32M

Assets Under Management

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Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Stephanie Bosserman’s Registration & Firm History

VA

02/11/2021 - Present

Hunter Lewis LLC (CROZET VA)

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Licenses & Designations

State Registrations

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SRO Registrations

Disclosures

There are no public disclosures for Stephanie Bosserman.
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