B.O.S.S. RETIREMENT ADVISORS, LLC
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
FINTRXOverview
B.O.S.S. Retirement Advisors, LLC is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts. Its advisory work centers on financial planning and the selection of outside managers, and the firm explicitly functions as a capital allocator—sourcing third-party strategies rather than exclusively managing all assets in-house. Fee arrangements include fixed fees and other non‑traditional structures. The firm reports it is not an active ESG investor and does not position itself as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents11%
Owners & executives
3 of 5JEFFREY MORTON
Chief Marketing OfficerCRD 4479969
Zachary Mortensen
Client Relations CoordinatorCRD 7072441
BRENT DEWSNUP
Chief Operating OfficerCRD 5340087
Contacts
3 of 44JORDAN BROWN
Client ServicesCRD 5814280
Curtis Packer
Client ServicesCRD 6788640
Jonathan Albrethsen
Investment Adviser RepresentativeCRD 7798864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$342M in ETFs
66%
$227M
16%
$115M
| 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 | $55.9M | 707,527 | 16.36% |
Location
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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