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).
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Total Assets Under Management17,207MILLION
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Total Number of Accounts1,184ACCOUNTS
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Average Account Value$14,533,106
- 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
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.
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.
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.
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.
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.
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.
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.