Bridget Boehm

PROPOLIS CAPITAL MANAGEMENT

STEAMBOAT SPRINGS, CO 80487

Some features on this profile are disabled

CRD#: 6399042

Professional summary

Bridget Boehm is a registered financial advisor currently at PROPOLIS CAPITAL MANAGEMENT located in Steamboat Springs, Colorado.

Bridget is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Bridget has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bridget Boehm's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 4, 2024 - Present

PROPOLIS CAPITAL MANAGEMENT

Office #1: 1901 Pine Grove Road, Suite 203, Steamboat Springs, CO 80487

RIA

CRD#: 135574

STEAMBOAT SPRINGS, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(9/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2024

Uniform Investment Adviser Law Examination

Current Firm

PROPOLIS CAPITAL MANAGEMENT

PROPOLIS CAPITAL MANAGEMENT | PROPOLIS CAPITAL MANAGEMENT, LLC

CRD#: 135574 / SEC#: 801-64388

RIA

Registered Investment Advisory firm - (8/4/2009 Terminated)

Colorado

Registered Investment Advisory firm - (8/1/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1901 Pine Grove Road, Suite 203, Steamboat Springs, CO 80487

Mailing Address

Phone number

(970) 871-1015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 416,001

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Matthew Latarewicz

HERON BAY CAPITAL MANAGEMENT

IAR

Bloomfield Hills, MI

Albert Faber

DIWY FINANCIAL PLANNING

IAR

LOS ANGELES, CA

John Fricker

EQUITABLE ADVISORS, LLC

IAR

Ft. Lauderdale, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bridget Boehm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bridget Boehm's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROPOLIS CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2024

Current Firm

PROPOLIS CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROPOLIS CAPITAL MANAGEMENT

TRUST BUT VERIFY

Similar Advisors