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Home > Retirement Planners > utah > lehi > B.O.S.S. RETIREMENT ADVISORS, LLC
B.O.S.S. RETIREMENT ADVISORS, LLC
3400 N Ashton Blvd
Suite 190
Lehi, Utah 84043
Tel: 801-990-5055
About B.O.S.S. RETIREMENT ADVISORS, LLC
BOSS RETIREMENT ADVISORS, LLC, formally registered with the SEC as BOSS RETIREMENT ADVISORS, LLC. The firm was established in 01/22/2020. They have over 10 offices throughout the country.
B.O.S.S. RETIREMENT ADVISORS, LLC is a Lehi, Utah based Financial Planning firm with nearly $1,060,864,881 assets under management, offering retirement planning & investment advisory services to 11886 clients. The firm is staffed with 65 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171143 |
| SEC# | 801-117974 |
| Assets Managed by Firm | $1,060,864,881 |
| No. of Clients | 11886 |
| No. of Advisors | 65 |
Fee Structure
- Fixed fees
- Other (REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11886 | $1,060,864,881 |
| Individuals (other than high net worth individuals) | 6766 | $895,708,204 |
| High net worth individuals | 84 | $141,919,046 |
| Pension and profit sharing plans | Fewer than 5 clients | $12,927,219 |
| Corporations or other businesses | Fewer than 5 clients | $10,310,412 |
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