Boyd Financial Strategies, Inc. (Worcester)

Name: Boyd Financial Strategies, Inc.
Address: 255 Park Avenue, Suite 103, Worcester, MA, 01609
Telephone: 508-754-3226

Boyd Financial Strategies, Inc. is an adviser based in Worcester. It manages $60.95 million of regulatory assets for 557 client accounts. It has been registered with the SEC as an adviser since 2005.

Boyd Financial Strategies provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Boyd Financial Strategies: assets under management

The assets under management (AUM) of Boyd Financial Strategies, Inc. is $60.95 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.94 million in discretionary accounts and $7.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $42.21 thousand.

Boyd Financial Strategies has custody of $1.55 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boyd Financial Strategies, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boyd Financial Strategies, Inc.

Rosemarie Antic Boyd has been acting as President since 1 Jan 2005. John Robert Boyd joined the executive team most recently as the Vp/Treasurer/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Robert Boyd	Vp/treasurer/chief compliance officer	1 Dec 1995	Other	1361880
Rosemarie Antic Boyd	President/secretary	1 Jan 2005	75% - 100%	1147294

Based in Worcester

The principal office where Boyd Financial Strategies, Inc. performs its advisory services is located at 255 Park Avenue, Suite 103, Worcester, MA 01609, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-754-3226 or by fax 508-754-4908. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at www.boydstrategy.com.