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
Website: bossretirement.com
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

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities50%
Public Funds/Mutual Funds39%
Cash & Cash Equivalents11%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 95

Active vs passive

$408M in ETFs

Passive

63%

$257M

Active

14%

$151M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM)	State Street	Passive	Large Blend	$72.3M	796,314	17.71%

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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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