Overview
Assets Under Management: $121 million
Headquarters: AUBURN, MA
High-Net-Worth Clients: 3
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.33
Average High-Net-Worth Client Assets: $38 million
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