Overview
Assets Under Management: $1.1 billion
Headquarters: LEHI, UT
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 11,886
Discretionary Accounts: 11,886
Regulatory Filings
CRD Number: 171143
Filing ID: 2001922
Last Filing Date: 2025-07-03 20:43:00
Website: https://bossretirement.com