Unclaimed Profile

James Richard Shirak

BOYD WATTERSON ASSET MANAGEMENT, LLC·CLEVELAND, Ohio

Series 65Clean record25 years registeredBOYD WATTERSON ASSET MANAGEMENT, LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 4345411Firm CRD# 107808

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Richard Shirak · CLEVELAND, OH

Registration

CRD #4345411 · BOYD WATTERSON ASSET MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOYD WATTERSON ASSET MANAGEMENT, LLC

BOYD WATTERSON ASSET MANAGEMENT, LLC

Nov 2000 – Feb 2020

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 28, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOYD WATTERSON ASSET MANAGEMENT, LLC

CRD 107808 · SEC 801-57468

AUM

$17.9B

Regulatory assets under management

Employees

121

1,126 client accounts

Services offered by BOYD WATTERSON ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at BOYD WATTERSON ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does James Richard Shirak offer?

James Richard Shirak specializes in Investment Management, Retirement Planning, Wealth Management.

What are James Richard Shirak's credentials?

James Richard Shirak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Richard Shirak located?

James Richard Shirak is based in CLEVELAND, Ohio, last registered with BOYD WATTERSON ASSET MANAGEMENT, LLC.

How does James Richard Shirak charge for services?

James Richard Shirak's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOYD WATTERSON ASSET MANAGEMENT, LLC?

BOYD WATTERSON ASSET MANAGEMENT, LLC has approximately 121 employees and manages $17.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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