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BOYD FINANCIAL STRATEGIES, INC.
CRD 107505 · SEC 801-125015
319A SOUTHBRIDGE ST, STE 201, AUBURN, MA, 01501, United States
Phone
(508) 754-3226
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.6M
Discretionary AUM
$138.8M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $28.4M |
| High net worth individuals | 41 | $106.7M |
States served
MA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD