Boyd Financial Strategies Inc

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Assets, Funds, Holdings

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Boyd Financial Strategies Inc
CRD #107505
SEC #801-125015
CIK #
AUM $109.5 MM (2024-08-12)
Employees 3 (67% Investors, 0% Brokers)
Phone508-754-3226
Address319A Southbridge St
Auburn, MA 01501
Source [IAPD] [Website]
Total AUM ($MM)
1209672482402001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 141 40.4
(b) Individuals (high net worth individuals) 20 65.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.5
(h) Charitable organizations 0 2.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 164 109.5
By Discretionary
Discretionary 163 109.0
Non-Discretionary 1 0.5
Total 164 109.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 109.5
Total 164 109.5
Comparable Firms State AUM ($BB)
Maiden Cove Capital LLC
ME 0.1
LD Lowe Wealth Advisory Inc
TX 0.1
Davis Financial Management Inc
KS 0.1
PMG Family Office LLC
TX 0.1
Kurtin Financial Advisers LLC
TX 0.1
Build Asset Management LLC
MO 0.1
Counsel Fiduciary LLC
NY 0.1
Media Wealth LLC
CA 0.1
Driven Investments LLC
UT 0.1
Calamita Wealth Management Inc
NC 0.1
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