|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| BOSS Retirement Advisors LLC
✚
|
|
|---|---|
| CRD # | 171143 |
| SEC # | 801-117974 |
| CIK # | |
| AUM | $1.1 B (2025-07-03) |
| Employees | 65 (63% Investors, 0% Brokers) |
| Phone | 801-990-5055 |
| Address | 3400 N Ashton Blvd Lehi, UT 84043 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,766 | 895.7 |
| (b) Individuals (high net worth individuals) | 84 | 141.9 |
| (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 | 12.9 |
| (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 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 11,886 | 1,060.9 |
| By Discretionary | ||
| Discretionary | 11,886 | 1,060.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11,886 | 1,060.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,060.9 | |
| Total | 11,886 | 1,060.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cedar Mountain Advisors LLC
✚
|
OR | 1.1 |
|
Fielder Capital Group LLC
✚
|
TN | 1.1 |
|
Managed Asset Portfolios LLC
✚
|
MI | 1.1 |
|
KEB Asset Management LLC
✚
|
IL | 1.1 |
|
Signet Financial Management LLC
✚
|
NJ | 1.1 |
|
Hemington Wealth Management LLC
✚
|
VA | 1.1 |
|
180 Wealth Advisors LLC
✚
|
WA | 1.1 |
|
Islandbridge Capital Limited
✚
|
1.1 | |
|
Next Level Private LLC
✚
|
NY | 1.1 |
|
Atlas Capital Advisors Inc
✚
|
CA | 1.1 |