Overview
Assets Under Management: $124 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 23
Average Client Assets: $2.2 million
Frequently Asked Questions
BOYD CAPITAL 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 #312070), BOYD CAPITAL is subject to fiduciary duty under federal law.
BOYD CAPITAL is headquartered in ROCHESTER, NY.
BOYD CAPITAL serves 23 high-net-worth clients according to their SEC filing dated October 02, 2024. View client details ↓
According to their SEC Form ADV, BOYD CAPITAL offers financial planning and portfolio management for individuals. View all service details ↓
BOYD CAPITAL manages $124 million in client assets according to their SEC filing dated October 02, 2024.
According to their SEC Form ADV, BOYD CAPITAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.94%
Average Client Assets: $2.2 million
Total Client Accounts: 643
Discretionary Accounts: 639
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 312070
Filing ID: 1904758
Last Filing Date: 2024-10-02 10:30:00