BOSKIA WEALTH MANAGEMENT & ADVISORY SERVICES, L.L.C.
Firm details
- Headquarters
- MARIETTA, Georgia
- CRD number
- 148940
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Boskia Wealth Management & Advisory Services, L.L.C. operates as a limited liability company and offers a range of financial services primarily focused on financial planning and portfolio management for individuals and small businesses. The firm also engages in the selection of other advisers and conducts educational seminars and workshops. While it does not actively pursue ESG investments, it has established itself as a capital allocator, indicating a strategic approach to investment management.
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
Contacts
1 of 1BOBBY-THOMPSON ANIEKWU
FounderCRD 1522242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MARIETTA, GA
COBB
Location
MARIETTA, GA
Headquartered in MARIETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- COBB
- Address
- 1640 Powers Ferry Rd SE
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WILLIAMSON ADVISORY SERVICES, INC.
RIAMARIETTA, GA
ANOVEST INVESTMENT ADVISORS
RIAMARIETTA, GA
STRICKLAND DAVIS ADVISORS LLC
RIAMARIETTA, GA
MARIETTA WEALTH MANAGEMENT, LLC
RIAMARIETTA, GA
PAUL MANNERS & ASSOCIATES, INC.
RIAMARIETTA, GA
DUE WEST WEALTH ADVISORS LLC
RIAMARIETTA, GA