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Home > Retirement Planners > massachusetts > auburn > BOYD FINANCIAL STRATEGIES, INC.
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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