Overview
Assets Under Management: $345 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 293990
Last Filing Date: 2025-03-05 00:00:00
Website: https://boyd-wealth.com