BOS Taurus
RIAState Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$1.1M
Accounts
21
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 331704
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69.57%
- Individuals30.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
BOS Taurus is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging clients on an asset-based fee schedule and for some services on an hourly basis. BOS Taurus is not positioned as a multi-state adviser or pension consultant and does not self-identify as an ESG-focused manager.
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 Equities76%
- State & Local Bonds14%
- US Government Bonds10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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