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B.o.s.s. Retirement Advisors, LLC

● SEC registered since 2020CRD 171143SEC# 801-117974Lehi, UT
Export (members)
Reg. AUM
$1.06B
Employees
65
Accounts
11,886
Location
Lehi, UT

B.o.s.s. Retirement Advisors, LLC assets under management

B.o.s.s. Retirement Advisors, LLC is a registered investment adviser overseen by the SEC based in Lehi, UT. The firm has been registered since 2020. It reports $1.1 billion in regulatory assets under management and employs 65 people.
www.facebook.com/bossretirementView on SEC.gov ↗

B.o.s.s. Retirement Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Brent Richard Dewsnup ControlChief Operating OfficerUnder 5%2023
Curtis Gardiner Packer ControlCcoUnder 5%2020
Jeffrey Ryan MortonChief Marketing OfficerUnder 5%2025
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Frequently asked questions

How much does B.o.s.s. Retirement Advisors, LLC manage?

B.o.s.s. Retirement Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does B.o.s.s. Retirement Advisors, LLC have?

B.o.s.s. Retirement Advisors, LLC reports 65 employees.

Where is B.o.s.s. Retirement Advisors, LLC located?

B.o.s.s. Retirement Advisors, LLC is based in Lehi, UT and has been SEC-registered since 2020.

Does B.o.s.s. Retirement Advisors, LLC disclose fund performance?

B.o.s.s. Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
Phone801-990-5055
Fax866-244-8618
Office hours8:30 a.m. - 5:30 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.06B
Non-discretionary$0
Total (RAUM)$1.06B