BOYD FINANCIAL STRATEGIES, INC.
Adviser information for BOYD FINANCIAL STRATEGIES, INC. last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 163 | $109.0M |
| Non-Discretionary | 1 | $539,522 |
| Total | 164 | $109.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 141 | $40.4M |
| HNW Individuals | 20 | $65.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $539,522 |
| Charitable organizations | <5 | $2.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissions |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-125015 |
|---|---|
| SEC ERA File Number | 801-125015 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107505 |
| Legal Entity Identifier | None |
Principal Office
319A SOUTHBRIDGE STSTE 201
AUBURN
MA
United States
BY APPOINTMENT ONLY, 9 AM - 1 PM
Tel: (508) 754-3226, Fax: (508) 754-4908
Chief Compliance Officer
JOHN R. BOYD
TREASURER AND VP
319A SOUTHBRIDGE ST
STE 201
AUBURN
MA
United States
Tel:
508-754-3226
J****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BOYD, JOHN, ROBERT | Individual | – | VP/TREASURER/CHIEF COMPLIANCE OFFICER | 12/1995 | 10-25% |
| BOYD, ROSEMARIE, ANTIC | Individual | – | OWNER | 08/2022 | > 75% |
| BOYD, PETER, ANDREW | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2023 | < 5% |