BOSS FINANCIAL STRATEGIES, LLC

BOSS FINANCIAL STRATEGIES, LLC is an SEC-registered investment adviser (CRD 323781). Regulatory assets under management: $4.6M.

Registration

• CRD: 323781
• Type: Registered investment adviser
• Phone: 202-427-6875
• Latest filing: 2026-02-02
• Regulatory AUM: $4.6M
• Discretionary AUM: $4.6M
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323781 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search