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 SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm, registered in 2020 and owned by an individual, provides financial planning and the selection of other advisers as core advisory services. Its fee model includes fixed fees and other fee arrangements. The firm is not identified as an active ESG investor or a pension consultant and lists an insurance company among its industry affiliations.
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 5
Zachary Mortensen
Client Relations CoordinatorCRD 7072441
Landry Leach
Chief Revenue OfficerCRD 6001884
Brent Dewsnup
Chief Operating OfficerCRD 5340087
Contacts
3 of 41
Skyler Fredrickson
Investment Advisor RepresentativeCRD 5699672
Christopher Dolan
VP of Client ServicesCRD 5090040
Kelly Holtman
Client ServicesCRD 5098214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$408M in ETFs
63%
$257M
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% |
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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