Boyd Watterson Asset Management, LLC

Boyd Watterson Asset Management, LLC (CRD# 107808) is a financial advisory firm headquartered in Cleveland, OH. They manage $17,207,197,273 in 1,184 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,207
    MILLION
  • Total Number of Accounts
    1,184
    ACCOUNTS
  • Average Account Value
    $14,533,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Boyd Watterson Asset Management, LLC
Showing 11 - 17 of 17 top financial advisors.
11
Ashish K. Mishra
CRD#: 7063212
1301 E. 9th Street, Suite 2900, Cleveland, OH 44114

Ashish Mishra (CRD# 7063212) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 4 years of experience in the finance industry.

12
Patrick J. Prato
CRD#: 2277651
1301 East 9th Street, Suite 2900, Cleveland, OH 44114

Patrick Prato (CRD# 2277651) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 31 years of experience in the finance industry.

13
Michael R. Vandenbossche
CRD#: 1965956
1301 East 9th Street, Suite 2900, Cleveland, OH 44114

Michael Vandenbossche (CRD# 1965956) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 34 years of experience in the finance industry.

14
Justin C. Waggoner
CRD#: 5467495
1301 East Ninth Street, Suite 2900, Cleveland, OH 44114

Justin Waggoner (CRD# 5467495) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 16 years of experience in the finance industry.

15
Stephen B. Fush
CRD#: 4956849
1301 East 9th Street, Suite 2900, Cleveland, OH 44114

Stephen Fush (CRD# 4956849) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 18 years of experience in the finance industry.

16
Gregory D. Oviatt
CRD#: 4952059
1301 East 9th Street, Suite 2900, Cleveland, OH 44114

Gregory Oviatt (CRD# 4952059) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 18 years of experience in the finance industry.

17
Adam C. Thayer
CRD#: 3105279
121 West Long Lake Rd., Suite 350, Bloomfield Hills, MI 48304

Adam Thayer (CRD# 3105279) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Bloomfield Hills, MI and has over 25 years of experience in the finance industry.

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