Bank / Wealth / TrustRIA · CRD 310632SEC-Registered

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BOS Asset Management

BOS Asset Management was established in 1991 as a US-based wealth manager. It focuses on advisory services for individuals, high-net-worth individuals,...

BOS Asset Management logo

BOS Asset Management

BOS Asset Management was established in 1991 as a US-based wealth manager. It focuses on advisory services for individuals, high-net-worth individuals, families, and corporations. The firm provides asset management, financial planning, and portfolio management. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Services remain centered on client portfolios without disclosed fund vehicles or co-investment programs. No recent operational events from the last 24 months are recorded. Team size, additional offices, and adjacent vehicles such as foundations remain undisclosed. Governance and ownership details stay private, with no public succession or hybrid-structure information available.

General information

Firm type

Wealth Manager

Year founded

1991

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Springfield

Corporate office

Springfield, United States

Frequently asked questions

Who runs investment decisions at BOS Asset Management?

No named principals or CIO appear in public records.

Does BOS Asset Management participate in fund commitments or only direct deals?

Available information shows only advisory and portfolio management services with no fund commitments disclosed.

Where does the underlying wealth come from?

Wealth origin is not publicly attributed to any specific family or operating business.

What investment stages does BOS Asset Management typically target?

No stage preferences or asset-class mix are stated in source material.

How is BOS Asset Management related to any parent or affiliated vehicle?

No parent entity or spinout relationship is disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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