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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