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Timothy James Ozanne

Firethorn Capital, LLC

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About Timothy James Ozanne

Timothy James Ozanne is a registered Investment Advisor Representative with Firethorn Capital, LLC. Timothy has been registered as an investment advisor representative in Connecticut, Illinois, and Montana. Timothy has a Series 65 license and has been in the industry since July 2003. Firethorn Capital, LLC offers investment advisory services to individuals, pooled investment vehicles, and corporations, specializing in financial planning, portfolio management, and educational seminars. The firm has approximately 76 clients and manages approximately $48,175,446 in assets.

Firm Information

Timothy Ozanne is currently registered with Firethorn Capital, LLC. Firethorn Capital, LLC is an investment advisor based in [Location]. They manage approximately $48,175,446 in assets for 88 clients. Their services include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Their clients include high net worth individuals, pooled investment vehicles, corporations or other businesses, and individuals other than high net worth. They have 2 investment adviser representatives.

$48.18M

Assets Under Management

76

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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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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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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Timothy Ozanne’s Registration & Firm History

MT

03/23/2022 - Present

Firethorn Capital, LLC (BOZEMAN MT)

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Licenses & Designations

IA

Issued 08/31/2000

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy James Ozanne.
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