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Building 2BOS ASSET MANAGEMENT, LLC

Map pinSPRINGFIELD, IL
Phone833-943-8090
NotebookSEC #801-119836
Total AUM
$933.2M
Employees
11
Clients
592

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3400 WABASH AVENUE
SPRINGFIELD
IL 62711
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
833-943-8090
Other Offices
3

ReceiptFinancials

Total AUM
$933.2M
Accounts
1,224
Discretionary
$854.5M
Accounts
1,007
Non-Discretionary
$78.7M
Accounts
217

ContactClients

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Individual Clients
413
AUM
$125.8M
HNW Individual Clients
125
AUM
$287.7M
Pension/Profit Sharing Plan Clients
6
AUM
$7.9M
Charitable Organization Clients
5
AUM
$25.7M
Government Entity Clients
1
AUM
$496.5K
Insurance Company Clients
2
AUM
$18.1M
Corporation or Business Clients
40
AUM
$467.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMOSCTXUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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