BOYD WATTERSON ASSET MANAGEMENT, LLC

1301 East 9th Street
Suite 2900
Cleveland, Ohio 44114-3179
Tel: 216-771-3450

About BOYD WATTERSON ASSET MANAGEMENT, LLC

BOYD WATTERSON ASSET MANAGEMENT, LLC, formally registered with the SEC as BOYD WATTERSON ASSET MANAGEMENT, LLC. The firm was established in 04/13/2000. They have over 7 offices throughout the country.

BOYD WATTERSON ASSET MANAGEMENT, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $17,878,495,158 assets under management, offering retirement planning & investment advisory services to 1126 clients. The firm is staffed with 121 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107808
SEC#	801-57468
Assets Managed by Firm	$17,878,495,158
No. of Clients	1126
No. of Advisors	121

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1126	$17,878,495,158
Individuals (other than high net worth individuals)	458	$231,374,777
High net worth individuals	216	$277,105,171
Pension and profit sharing plans	157	$1,731,159,895
Charitable organizations	103	$1,743,110,161
Corporations or other businesses	123	$1,119,171,919

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