Bosch Financial
Finance · Kentucky, United States · 1-10 Employees
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Overview
Headquarters
541 Buttermilk Pike Ste 305, Crescent Sp...Phone Number
(859) 746-9110Website
www.boschfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
1
1
About Bosch Financial
Bosch Financial is an SEC Registered Investment Advisor recognized as one of the Top 50 Wealth Managers by Forbes, managing over $2.7 billion in assets. The firm offers personalized financial planning, investment management services for individuals, and fiduciary services for 401(k) and 403(b) plans. Their team of over 400 advisors provides objective advice and ongoing management tailored to each client's needs. Bosch Financial also serves employers by managing retirement plans at no cost to them, ensuring professional management for their employees' investments.Explore more
Bosch Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Bosch Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Bosch Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bosch Financial.
Bosch Financial Tech Stack
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Bosch Financial is an SEC Registered Investment Advisor recognized as one of the Top 50 Wealth Managers by Forbes, managing over $2.7 billion in assets. The firm offers personalized financial planning, investment management services for individuals, and fiduciary services for 401(k) and 403(b) plans. Their team of over 400 advisors provides objecti... Read More
