The BOSS RETIREMENT ADVISORS is a privately held investment adviser that advises $1.38Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BOSS RETIREMENT ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 399.65% over the last 5-years.
The Group has been registered with the SEC for 6.53 years and is comprised of 1 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 2500 EXECUTIVE PARKWAY SUITE 500, LEHI, UTAH. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 87 employees comprised of 49 investment and 38 non-investment staff. The total number of Employees increased by 190% over the last 5-years.
Their $1.38Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 57 other accounts. Assets of Individuals clients own $1.14Bn or 82.4% of Total Assets and High Net Worth Individuals own $217.39mn or 15.72% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees.
BOSS RETIREMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.