Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MT
03/23/2022 - Present
Firethorn Capital, LLC (BOZEMAN MT)
IA
Issued 08/31/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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