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Building 2BOYD FINANCIAL STRATEGIES, INC.

Map pinAUBURN, MA
Phone(508) 754-3226
NotebookSEC #801-125015
Total AUM
$139.6M
Employees
3
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
319A SOUTHBRIDGE ST
STE 201
AUBURN
MA 01501
United States
Operating Hours
9 AM - 1 PM
BY APPOINTMENT ONLY
Phone
(508) 754-3226
Other Offices
1

ReceiptFinancials

Total AUM
$139.6M
Accounts
151
Discretionary
$138.8M
Accounts
150
Non-Discretionary
$798K
Accounts
1

ContactClients

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Individual Clients
108
AUM
$28.4M
HNW Individual Clients
41
AUM
$106.7M
Pension/Profit Sharing Plan Clients
1
AUM
$798K
Charitable Organization Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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