# BOGGESS ASSET MANAGEMENT

BOGGESS ASSET MANAGEMENT of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 319387
- Type: SEC-registered investment adviser
- SEC file number: 802-126222
- Location: 700 S. ROSEMARY AVE., WEST PALM BEACH, FL, 33401
- Phone: 727.416.0177
- Latest filing: 2025-02-12
- Regulatory AUM: $175K
- Discretionary AUM: $175K
- Clients: 3
- Accounts: 1

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| TAYLOR JEFFREY WILLIAM | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | — |
| Boggess David | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319387/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319387/similar
- Related entities: https://search.stillhousedata.com/firm/319387/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319387

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.