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Building 2BOYD CAPITAL

Map pinROCHESTER, NY
Phone585-269-8511
NotebookSEC #801-120330
Total AUM
$168.3M
Employees
3
Clients
281

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 W. BROAD
UNIT 2
ROCHESTER
NY 14614
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
585-269-8511

ReceiptFinancials

Total AUM
$168.3M
Accounts
281
Discretionary
$148.1M
Accounts
278
Non-Discretionary
$20.2M
Accounts
3

ContactClients

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Individual Clients
206
AUM
$39.6M
HNW Individual Clients
75
AUM
$128.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNYOHPATX

HandshakeAffiliates

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

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