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BOS ASSET MANAGEMENT, LLC
BOS ASSET MANAGEMENT, LLC
SPRINGFIELD, Illinois
·
2 registered advisors
·
CRD# 310632
SEC# 801-119836
2
833-943-8090
01
Firm Overview
AUM
$747M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BOS ASSET MANAGEMENT, LLC
2 registered advisors
Jason Knoedler
SPRINGFIELD, Illinois
CRD# 7320241
Sarah Elizabeth Moore
SPRINGFIELD, Illinois
CRD# 5615438
05
Office Locations
SPRINGFIELD, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. BOS ASSET MANAGEMENT, LLC (CRD# 310632) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.