Overview
Assets Under Management: $829 million
Headquarters: SPRINGFIELD, IL
High-Net-Worth Clients: 122
Average Client Assets: $2 million
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