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Financial Advisor
Illinois
Springfield
BOS ASSET MANAGEMENT, LLC

BOS ASSET MANAGEMENT, LLC

Tel: 833-943-8090 3400 Wabash Avenue Springfield, Illinois 62711

About BOS ASSET MANAGEMENT, LLC

BOS ASSET MANAGEMENT, LLC is a Springfield, Illinois based financial advisory firm with nearly $747,304,266 in assets under management and provides investment advisory services for 1061 clients. There are currently 12 financial advisors at the firm.

General Information
Firm CRD#:

310632

Firm SEC#:

801-119836

Assets Under Management:

$747,304,266

No. of Clients:

1061

No. of Advisors:

12

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)

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