Overview
Assets Under Management: $829 million
Headquarters: SPRINGFIELD, IL
High-Net-Worth Clients: 122
Average Client Assets: $2 million
Frequently Asked Questions
BOS ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310632), BOS ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BOS ASSET MANAGEMENT, LLC is headquartered in SPRINGFIELD, IL.
BOS ASSET MANAGEMENT, LLC serves 122 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, BOS ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BOS ASSET MANAGEMENT, LLC manages $829 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, BOS ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,144
Discretionary Accounts: 842
Non-Discretionary Accounts: 302
Regulatory Filings
CRD Number: 310632
Filing ID: 1974373
Last Filing Date: 2025-03-31 18:08:00
Website: https://bosassetmanagement.com