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).
Current Firm Details
Boyd Watterson Asset Management, LLC
By the Numbers
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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
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
Registered Investment Advisor
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
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