Bosch Private Wealth

Investment Management • 541 Buttermilk Pike, Suite 305, United States • 1-10 Employees

Company overview

Headquarters	541 Buttermilk Pike, Suite 305, Crescent Springs, KY 41017, US
Phone number	+18597469110
Website	boschfinancial.com
NAICS	5231
Keywords	Retirement Planning, Investment Management, 401-(K) Advisory Services
Employees	1-10

Key Contact at Bosch Private Wealth

Ed Bosch

Founder And Private Wealth Advisor

About Bosch Private Wealth

We specialize in providing tailored Private Wealth Management services to Accredited Investors and Qualified Purchasers. If you have more than a million dollars in net worth (excluding your primary residence) or earn over $200,000 as an individual or $300,000 as a couple, the SEC allows you to invest in asset classes not available to retail investors. If you are an Accredited Investor or Qualified Purchaser and working with a traditional financial advisor, you may be missing out on opportunities made available to you because of your financial status. Through our nationwide network of partners, we offer a multi-disciplinary approach to Private Wealth Management. In working with our team of experts we will help you determine if our Private Client Group or Family Office is the most appropriate for you and your family. We work alongside of your tax and legal team to create custom strategies for your wealth in these areas: Goals-Based Planning & Investing, Tax Strategy & Planning, Wealth Strategies & Estate Planning Private & Alternative Investing, Trust Services, Private Banking & Lending Risk Management & Insurance, Family Governance, Philanthropy/Giving Securities offered through IFP Securities, LLC, dba Independent Financial Partners, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a Registered Investment Advisor. Bosch Private Wealth and Independent Financial Partners are separate entities from IFP Securities, LLC. Third party posts found on this profile do not reflect the views of IFP Securities and have not been reviewed by IFP Securities as to accuracy or completeness. For a list of the states in which I am/we are registered to do business, please visit www.BoschFinancial.com .

Bosch Private Wealth revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Founder/Owner

Employees by Department

Bosch Private Wealth has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Bosch Private Wealth has never raised funding before.