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 organized as an LLC and SEC-registered in 2020. The firm is owned by an individual and positions itself as a capital allocator serving both individual & family and institutional clients. Its advisory work centers on financial planning and the selection of outside managers and advisers. B.O.S.S. typically charges fixed and other fee arrangements and does not identify as an active ESG investor or a pension consultant. The firm maintains an industry affiliation with an insurance company.
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 43
Curtis Packer
Client ServicesCRD 6788640
Jonathan Albrethsen
Investment Adviser RepresentativeCRD 7798864
Dylan Wathen
Client ServicesCRD 7842005
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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