B.O.S.S. Retirement Advisors, LLC

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$121K
Accounts
11,452
Employees
87
Advisory reps
45

Firm details

Headquarters
Lehi, Utah
CRD number
171143
Registered since
January 22, 2020
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Fixed Fees, Other
Client types
  • Individuals82.4%
  • HNWI15.72%
  • Pension & Profit Sharing Plans1.11%
  • Corporations / Businesses0.76%
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

B.O.S.S. Retirement Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2020. The firm serves both individual and family clients as well as institutional accounts, offers financial planning services, and acts as a capital allocator and selector of third‑party advisers. Its stated fee approach includes fixed fees and other fee arrangements. The firm does not identify itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 11%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents11%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 95

Active vs passive

$408M in ETFs

Passive

63%

$257M

Active

14%

$151M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM)State StreetPassiveLarge Blend$72.3M796,31417.71%

Location

Primary office

Lehi, UT

Utah

Location

Lehi, UT

Headquartered in Lehi, UT, in the West of the United States.

Region
West
County
Utah
Address
2500 W Executive Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth