Overview
Assets Under Management: $121 million
Headquarters: AUBURN, MA
High-Net-Worth Clients: 28
Average Client Assets: $151,954
Frequently Asked Questions
BOYD FINANCIAL STRATEGIES, INC. 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 #107505), BOYD FINANCIAL STRATEGIES, INC. is subject to fiduciary duty under federal law.
BOYD FINANCIAL STRATEGIES, INC. is headquartered in AUBURN, MA.
BOYD FINANCIAL STRATEGIES, INC. serves 28 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, BOYD FINANCIAL STRATEGIES, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BOYD FINANCIAL STRATEGIES, INC. manages $121 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, BOYD FINANCIAL STRATEGIES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.52
Average High-Net-Worth Client Assets: $151,954
Total Client Accounts: 162
Discretionary Accounts: 161
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 107505
Filing ID: 1946566
Last Filing Date: 2025-03-07 17:14:00
Website: https://boydstrategy.com