Boyd Financial Strategies, Inc. is an adviser based in Worcester. It manages $60.95 million of regulatory assets for 557 client accounts. It has been registered with the SEC as an adviser since 2005.
Boyd Financial Strategies provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Boyd Financial Strategies, Inc. is $60.95 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Boyd Financial Strategies, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Rosemarie Antic Boyd has been acting as President since 1 Jan 2005. John Robert Boyd joined the executive team most recently as the Vp/Treasurer/Chief Compliance Officer.
The principal office where Boyd Financial Strategies, Inc. performs its advisory services is located at 255 Park Avenue, Suite 103, Worcester, MA 01609, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-754-3226 or by fax 508-754-4908. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at www.boydstrategy.com.