|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Boyd Financial Strategies Inc
✚
|
|
|---|---|
| CRD # | 107505 |
| SEC # | 801-125015 |
| CIK # | |
| AUM | $121.0 M (2025-03-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 508-754-3226 |
| Address | 319A Southbridge St Auburn, MA 01501 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 112.9 |
| (b) Individuals (high net worth individuals) | 28 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 162 | 121.0 |
| By Discretionary | ||
| Discretionary | 161 | 120.3 |
| Non-Discretionary | 1 | 0.7 |
| Total | 162 | 121.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.0 | |
| Total | 162 | 121.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Total Wealth Services LLC
✚
|
CA | 0.1 |
|
Mench Financial Inc
✚
|
OH | 0.1 |
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |
|
Epic Advisory Services Corp
✚
|
FL | 0.1 |
|
Coretactic Strategies
✚
|
CO | 0.1 |
|
Vision Capital Management Corporation
✚
|
NC | 0.1 |
|
Hutchinson Financial Advisors Inc
✚
|
VA | 0.1 |
|
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 0.1 |
|
Bridgelight Capital LLC
✚
|
AZ | 0.1 |
|
Fairchild Financial Advisors Inc
✚
|
CA | 0.1 |