Boyd Watterson Asset Management, LLC
Boyd Watterson Asset Management, LLC (CRD# 107808) is a financial advisory firm headquartered in Cleveland, OH. They manage $17,878,495,158 in 1,126 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management17,878MILLION
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Total Number of Accounts1,126ACCOUNTS
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Average Account Value$15,877,882
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Michael Bee (CRD# 3177645) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Brian Convery (CRD# 5768036) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Rank Dawson (CRD# 5134757) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 17 years of experience in the finance industry.
David Dirk (CRD# 4652001) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 24 years of experience in the finance industry.
Bobby Frady (CRD# 5561270) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Tampa, FL and has over 11 years of experience in the finance industry.
Brian Gevry (CRD# 2456218) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 29 years of experience in the finance industry.
Theodore Hellmuth (CRD# 1201516) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 29 years of experience in the finance industry.
Timothy Hyland (CRD# 1203753) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 40 years of experience in the finance industry.
Michael Krushena (CRD# 2729974) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Bloomfield, MI and has over 27 years of experience in the finance industry.
Deborah Leet (CRD# 1245080) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has 1 year of experience in the finance industry.