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BOYD CAPITAL
30 W. Broad
Rochester, New York 14614
Tel: 585-269-8511
About BOYD CAPITAL
BOYD CAPITAL, formally registered with the SEC as BOYD CAPITAL. The firm was established in 02/12/2021. They have over 1 offices throughout the country.
BOYD CAPITAL is a Rochester, New York based Financial Planning firm with nearly $124,496,187 assets under management, offering retirement planning & investment advisory services to 643 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312070 |
| SEC# | 801-120330 |
| Assets Managed by Firm | $124,496,187 |
| No. of Clients | 643 |
| 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 643 | $124,496,187 |
| Individuals (other than high net worth individuals) | 509 | $57,122,347 |
| High net worth individuals | 23 | $50,970,789 |
| Pension and profit sharing plans | Fewer than 5 clients | $16,403,051 |
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