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Boyd Financial Strategies, Inc.

● SEC registered since 2022CRD 107505SEC# 801-125015Auburn, MA
Export (members)
Reg. AUM
$121M
Employees
3
Accounts
162
Location
Auburn, MA

Boyd Financial Strategies, Inc. assets under management

Boyd Financial Strategies, Inc. is an investment advisory firm registered with the SEC based in Auburn, MA. The firm has been registered since 2022. It reports $121 million in regulatory assets under management and employs 3 people.
www.boydstrategy.comView on SEC.gov ↗

Boyd Financial Strategies, Inc. owners & executives

3 reported
NameTitleOwnershipSince
John Robert Boyd ControlVp/Treasurer/Chief Compliance Officer10-25%1995
Peter Andrew Boyd ControlChief Executive OfficerUnder 5%2023
Rosemarie Antic BoydOwnerOver 75%2022

Frequently asked questions

How much does Boyd Financial Strategies, Inc. manage?

Boyd Financial Strategies, Inc. reports $121 million in regulatory assets under management on its Form ADV.

How many employees does Boyd Financial Strategies, Inc. have?

Boyd Financial Strategies, Inc. reports 3 employees.

Where is Boyd Financial Strategies, Inc. located?

Boyd Financial Strategies, Inc. is based in Auburn, MA and has been SEC-registered since 2022.

Does Boyd Financial Strategies, Inc. disclose fund performance?

Boyd Financial Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address319a Southbridge St, Ste 201, Auburn, MA 01501
Phone(508) 754-3226
Office hours9 a.m. - 1 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.3M
Non-discretionary$666K
Total (RAUM)$121M