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Building 2B.O.S.S. RETIREMENT ADVISORS, LLC

Map pinLEHI, UT
Phone801-990-5055
NotebookSEC #801-117974
Total AUM
$1.4B
Employees
87
Clients
5,013

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 EXECUTIVE PARKWAY
SUITE 500
LEHI
UT 84048
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
801-990-5055
Other Offices
11

ReceiptFinancials

Total AUM
$1.4B
Accounts
11,452
Discretionary
$1.4B
Accounts
11,452
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4,827
AUM
$1.1B
HNW Individual Clients
129
AUM
$217.4M
Pension/Profit Sharing Plan Clients
47
AUM
$15.4M
Corporation or Business Clients
10
AUM
$10.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial Planning
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AZCAFLHIIDILMONENHNVOKORSCTXUTVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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