BOS ASSET MANAGEMENT, LLC

3400 Wabash Avenue
Springfield, Illinois 62711
Tel: 833-943-8090

About BOS ASSET MANAGEMENT, LLC

BOS ASSET MANAGEMENT, LLC, formally registered with the SEC as BOS ASSET MANAGEMENT, LLC. The firm was established in 11/20/2020. They have over 3 offices throughout the country.

BOS ASSET MANAGEMENT, LLC is a Springfield, Illinois based Financial Planning firm with nearly $747,304,266 assets under management, offering retirement planning & investment advisory services to 1061 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310632
SEC#	801-119836
Assets Managed by Firm	$747,304,266
No. of Clients	1061
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1061	$747,304,266
Individuals (other than high net worth individuals)	395	$115,070,736
High net worth individuals	101	$216,565,656
Pension and profit sharing plans	6	$5,122,667
Charitable organizations	5	$26,419,356
Corporations or other businesses	40	$377,534,181

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