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BOS ASSET MANAGEMENT, LLC

Tel: 833-943-8090
3400 Wabash Avenue
Springfield, Illinois  62711

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BOS ASSET MANAGEMENT, LLC

BOS ASSET MANAGEMENT, LLC is a Springfield, Illinois based financial advisory firm with nearly $747,304,266 in assets under management and provides investment advisory services for 1061 clients. There are currently 12 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 , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEE

Firm CRD#:

310632

SEC#:

801-119836

No. of Clients:

1061

Assets under Management

$747,304,266

No. of Advisors:

12

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