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Boyd Financial Strategies Inc
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CRD # | 107505 |
SEC # | 801-125015 |
CIK # | |
AUM | $109.5 MM (2024-08-12) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 508-754-3226 |
Address | 319A Southbridge St Auburn, MA 01501 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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 |