B.o.s.s. Retirement Advisors, LLC

B.o.s.s. Retirement Advisors, LLC (CRD# 171143) is a financial advisory firm headquartered in Lehi, UT. They manage $763,971,695 in 6,227 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
https://www.getmorewithboss.com/
By the Numbers
  • Total Assets Under Management
    764
    MILLION
  • Total Number of Accounts
    6,227
    ACCOUNTS
  • Average Account Value
    $122,687
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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.

AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY

Financial Advisors at B.o.s.s. Retirement Advisors, LLC
Showing 31 - 32 of 32 top financial advisors.
31
Austin Thacker, financial advisor Lehi UT
Austin R. Thacker
CRD#: 7558564
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Austin Thacker (CRD# 7558564) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has 1 year of experience in the finance industry.

32
Dylan Wathen, financial advisor Lehi UT
Dylan M. Wathen
CRD#: 7842005
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Dylan Wathen (CRD# 7842005) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has 1 year of experience in the finance industry.

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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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