|
⚲
|
| BOSS Retirement Advisors LLC
✚
|
|
|---|---|
| CRD # | 171143 |
| SEC # | 801-117974 |
| CIK # | |
| AUM | $588.0 MM (2023-02-01) |
| Employees | 50 (60% Investors, 0% Brokers) |
| Phone | 801-990-5055 |
| Address | 3400 N Ashton Blvd Lehi, UT 84043 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,300 | 530.0 |
| (b) Individuals (high net worth individuals) | 50 | 58.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,405 | 588.0 |
| By Discretionary | ||
| Discretionary | 8,405 | 588.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,405 | 588.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 588.0 | |
| Total | 8,405 | 588.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spectrum Investment Advisors Inc
✚
|
WI | 0.6 |
|
Compton Financial Group LLC
✚
|
MD | 0.6 |
|
PCG Wealth Advisors LLC
✚
|
KS | 0.6 |
|
Cleveland Wealth LLC
✚
|
OH | 0.6 |
|
PNC Managed Account Solutions Inc
✚
|
TX | 0.6 |
|
The Capital Management Corporation
✚
|
VA | 0.6 |
|
Windsor Capital Management LLC
✚
|
AZ | 0.6 |
|
Navigation Group LLC
✚
|
CA | 0.6 |
|
MRAZ Amerine & Associates Inc
✚
|
CA | 0.6 |
|
Colonial River Investments LLC
✚
|
VA | 0.6 |