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BOYD WATTERSON ASSET MANAGEMENT, LLC
CLEVELAND, OH
216-771-3450
SEC #801-57468Total AUM
$18.8B
Employees
140Clients
1,102Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1301 EAST 9TH STREET
SUITE 2900
CLEVELAND
OH 44114-3179
United States
SUITE 2900
CLEVELAND
OH 44114-3179
United States
Operating Hours
8AM TO 4:45PM
Monday - Friday
Monday - Friday
Phone
216-771-3450
Other Offices
8
Financials
Total AUM
$18.8B
Accounts
1,102Discretionary
$18B
Accounts
1,096Non-Discretionary
$839.6M
Accounts
6
Clients
Individual Clients
462AUM
$263.3M
HNW Individual Clients
208AUM
$287.2M
Investment Company Clients
4AUM
$666.6M
Pooled Vehicle Clients
9AUM
$10B
Pension/Profit Sharing Plan Clients
140AUM
$2.1B
Charitable Organization Clients
96AUM
$2B
Government Entity Clients
40AUM
$1.6B
Insurance Company Clients
27AUM
$439.4M
Corporation or Business Clients
116AUM
$1.4B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.