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BOS ASSET MANAGEMENT, LLC
CRD 310632 · SEC 801-119836
3400 WABASH AVENUE, SPRINGFIELD, IL, 62711, United States
Phone
833-943-8090
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$933.2M
Discretionary AUM
$854.5M
Team
11 total employees; 8 advisory reps; 31 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 413 | $125.8M |
| High net worth individuals | 125 | $287.7M |
| Pension/profit sharing plans | 6 | $7.9M |
| Charitable organizations | 5 | $25.7M |
| State/municipal entities | 1 | $497K |
| Insurance companies | 2 | $18.1M |
| Corporations/business entities | 40 | $467.4M |
States served
IL, SC, UT, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD