BOYD FINANCIAL STRATEGIES, INC.

319a Southbridge St
Ste 201
Auburn, Massachusetts 01501
Tel: (508) 754-3226

About BOYD FINANCIAL STRATEGIES, INC.

BOYD FINANCIAL STRATEGIES, INC, formally registered with the SEC as BOYD FINANCIAL STRATEGIES, INC. The firm was established in 05/13/2022. They have over 1 offices throughout the country.

BOYD FINANCIAL STRATEGIES, INC. is a Auburn, Massachusetts based Financial Planning firm with nearly $109,496,837 assets under management, offering retirement planning & investment advisory services to 164 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107505
SEC#	801-125015
Assets Managed by Firm	$109,496,837
No. of Clients	164
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	164	$109,496,837
Individuals (other than high net worth individuals)	141	$40,415,380
High net worth individuals	20	$65,817,618
Pension and profit sharing plans	Fewer than 5 clients	$539,522
Charitable organizations	Fewer than 5 clients	$2,724,317

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