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B.O.S.S. RETIREMENT ADVISORS, LLC

3400 N Ashton Blvd
Suite 190
Lehi, Utah 84043
Tel: 801-990-5055

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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 StatusApproved
Firm CRD#171143
SEC#801-117974
Assets Managed by Firm$1,060,864,881
No. of Clients11886
No. of Advisors65

Fee Structure

  • Fixed fees
  • Other (REFERRAL FEES)

Advisory Services Provided

  • Financial planning services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total11886$1,060,864,881
Individuals (other than high net worth individuals)6766$895,708,204
High net worth individuals84$141,919,046
Pension and profit sharing plansFewer than 5 clients$12,927,219
Corporations or other businessesFewer than 5 clients$10,310,412

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