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BOYD WEALTH MANAGEMENT, LLC

Tel: (916) 367-0532
1375 Exposition Blvd
Suite 220
Sacramento, California  95815

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BOYD WEALTH MANAGEMENT, LLC

BOYD WEALTH MANAGEMENT, LLC is a Sacramento, California based financial advisory firm with nearly $345,018,336 in assets under management and provides investment advisory services for 452 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

293990

SEC#:

801-113198

No. of Clients:

452

Assets under Management

$345,018,336

No. of Advisors:

5

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