Bos Asset Management, LLC

Bos Asset Management, LLC (CRD# 310632) is a financial advisory firm headquartered in Springfield, IL. They manage $747,304,266 in 1,061 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3400 Wabash Avenue, Springfield, IL 62711
https://bosassetmanagement.com/
By the Numbers
  • Total Assets Under Management
    747
    MILLION
  • Total Number of Accounts
    1,061
    ACCOUNTS
  • Average Account Value
    $704,340
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MO, SC, TX, UT

Financial Advisors at Bos Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David Heitbrink, financial advisor Jacksonville IL
David C. Heitbrink
CRD#: 2083646
303 W. College Ave, Jacksonville, IL 62650

David Heitbrink (CRD# 2083646) is an Investment Advisor Representative working at Bos Asset Management, LLC in Jacksonville, IL and has over 33 years of experience in the finance industry.

2
Shannon Jones, financial advisor Springfield IL
Shannon C. Jones
CRD#: 6609647
3400 Wabash Avenue, Springfield, IL 62711

Shannon Jones (CRD# 6609647) is an Investment Advisor Representative working at Bos Asset Management, LLC in Springfield, IL and has over 6 years of experience in the finance industry.

3
Marcus McGlasson, financial advisor Springfield IL
Marcus C. McGlasson
CRD#: 5396146
3400 Wabash Avenue, Springfield, IL 62711

Marcus McGlasson (CRD# 5396146) is an Investment Advisor Representative working at Bos Asset Management, LLC in Springfield, IL and has over 16 years of experience in the finance industry.

4
Michael Metz, financial advisor Springfield IL
Michael C. Metz
CRD#: 2667804
3400 Wabash Avenue, Springfield, IL 62711

Michael Metz (CRD# 2667804) is an Investment Advisor Representative working at Bos Asset Management, LLC in Springfield, IL and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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