Boyd Financial Strategies, Inc.
● SEC registered since 2022CRD 107505SEC# 801-125015Auburn, MA
Reg. AUM
$139.6M
Employees
3
Accounts
151
Location
Auburn, MA
Boyd Financial Strategies, Inc. assets under management
Boyd Financial Strategies, Inc. is an investment advisory firm registered with the SEC based in Auburn, MA. The firm has been registered since 2022. It reports $139.6 million in regulatory assets under management and employs 3 people.
Boyd Financial Strategies, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Robert Boyd Control | Treasurer/Chief Compliance Officer | 25-50% | 1995 |
| Peter Andrew Boyd Control | Vice President/Chief Executive Officer | 25-50% | 2025 |
| Rosemarie Antic Boyd | President/Secretary | 25-50% | 2022 |
Frequently asked questions
How much does Boyd Financial Strategies, Inc. manage?
Boyd Financial Strategies, Inc. reports $139.6 million in regulatory assets under management on its Form ADV.
How many employees does Boyd Financial Strategies, Inc. have?
Boyd Financial Strategies, Inc. reports 3 employees.
Where is Boyd Financial Strategies, Inc. located?
Boyd Financial Strategies, Inc. is based in Auburn, MA and has been SEC-registered since 2022.
Does Boyd Financial Strategies, Inc. disclose fund performance?
Boyd Financial Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 319a Southbridge St, Ste 201, Auburn, MA 01501 |
| Phone | (508) 754-3226 |
| Office hours | 9 a.m. - 1 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$139.6Mregulatory AUM
Discretionary $138.8MNon-discretionary $798K