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Bos Asset Management, LLC

● SEC registered since 2020CRD 310632SEC# 801-119836Springfield, IL
Export (members)
Reg. AUM
$828.7M
Employees
12
Accounts
1,144
Location
Springfield, IL

Bos Asset Management, LLC assets under management

Bos Asset Management, LLC is an SEC-registered investment adviser based in Springfield, IL. The firm has been registered since 2020. It reports $828.7 million in regulatory assets under management and employs 12 people.
bosassetmanagement.comView on SEC.gov ↗

Bos Asset Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Bank of Springfield ControlOwnerOver 75%2020
Jason Knoedler ControlChief Executive OfficerUnder 5%2020
Sarah Elizabeth Moore ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Bos Asset Management, LLC manage?

Bos Asset Management, LLC reports $828.7 million in regulatory assets under management on its Form ADV.

How many employees does Bos Asset Management, LLC have?

Bos Asset Management, LLC reports 12 employees.

Where is Bos Asset Management, LLC located?

Bos Asset Management, LLC is based in Springfield, IL and has been SEC-registered since 2020.

Does Bos Asset Management, LLC disclose fund performance?

Bos Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3400 Wabash Avenue, Springfield, IL 62711
Phone833-943-8090
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1965814
Discloses disciplinary historyNo

Assets under management

Discretionary$752.4M
Non-discretionary$76.3M
Total (RAUM)$828.7M