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| BOSS Retirement Advisors LLC
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| |
|---|---|
| CRD # | 171143 |
| SEC # | 801-117974 |
| CIK # | |
| AUM | $764.0 MM (2024-08-08) |
| Employees | 61 (59% Investors, 0% Brokers) |
| Phone | 801-990-5055 |
| Address | 3400 N Ashton Blvd Lehi, UT 84043 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,045 | 471.7 |
| (b) Individuals (high net worth individuals) | 182 | 292.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,227 | 764.0 |
| By Discretionary | ||
| Discretionary | 6,227 | 764.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,227 | 764.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 764.0 | |
| Total | 6,227 | 764.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 0.8 |
|
ISTO Advisors LLC
✚
|
MI | 0.8 |
|
Alley Investment Management Company LLC
✚
|
IL | 0.8 |
|
Sky Investment Group LLC
✚
|
CT | 0.8 |
|
Seven Springs Wealth Group LLC
✚
|
TN | 0.8 |
|
Guardian Financial Partners LLC
✚
|
CA | 0.8 |
|
Summit Creek Advisors LLC
✚
|
MN | 0.8 |
|
Mitchell Capital Management Co
✚
|
KS | 0.8 |
|
Oakhurst Capital Advisors LLC
✚
|
DC | 0.8 |
|
Terril Brothers Inc
✚
|
MO | 0.8 |