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Building 2BOYD FINANCIAL STRATEGIES, INC.

Map pinWORCESTER, MA
Phone508-754-3226
NotebookSEC #801-51357
Total AUM
$60.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
255 PARK AVENUE, SUITE 103
WORCESTER
MA 01609
United States
Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
508-754-3226

ReceiptFinancials

Total AUM
$60.9M
Accounts
557
Discretionary
$53.9M
Accounts
391
Non-Discretionary
$7M
Accounts
166

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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