The BOS ASSET MANAGEMENT is a privately held investment adviser that advises $933.18mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BOS ASSET MANAGEMENT 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 751.77% over the last 5-years.
The Group has been registered with the SEC for 5.7 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 3400 WABASH AVENUE, SPRINGFIELD, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 8 investment and 3 non-investment staff. The total number of Employees increased by 37.5% over the last 5-years.
Their $933.18mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 54 other accounts. Assets of Corporations or Other Businesses clients own $467.38mn or 50.08% of Total Assets and High Net Worth Individuals own $287.73mn or 30.83% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 7 types of clients, top clients are Corporations or Other Businesses 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 and management fees.
BOS ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.