BOS ASSET MANAGEMENT, LLC
CRD #310632 SEC #801-119836 SPRINGFIELD, IL 833-943-8090
SEC Registered
Total AUM
$828.7M
Discretionary
$752.4M
Employees
12
Clients
0
Accounts
1,144
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $828.7M | $752.4M | $76.3M | 12 | 31 |
| Sep 2024 | $747.3M | $643.4M | $103.9M | 12 | 31 |
| Sep 2024 | $747.3M | $643.4M | $103.9M | 12 | 31 |
| Mar 2024 | $747.3M | $643.4M | $103.9M | 12 | 31 |
| Mar 2024 | $740.7M | $637.7M | $103.1M | 12 | 7 |
| Jan 2024 | $740.7M | $637.7M | $103.1M | 11 | 7 |
| Jan 2024 | $740.7M | $637.7M | $103.1M | 12 | 7 |
| Dec 2023 | $740.7M | $637.7M | $103.1M | 12 | 7 |
| Jul 2023 | $635.7M | $541.8M | $94M | 9 | 7 |
| Mar 2023 | $635.7M | $541.8M | $94M | 9 | 7 |
| Mar 2022 | $505M | $505M | $0 | 9 | 3 |
| Jan 2022 | $109.6M | $109.6M | $0 | 9 | 0 |
| Jan 2022 | $109.6M | $109.6M | $0 | 8 | 0 |
| Jan 2022 | $109.6M | $109.6M | $0 | 8 | 0 |
| Mar 2021 | $109.6M | $109.6M | $0 | 8 | 0 |
| Dec 2020 | $0 | $0 | $0 | 6 | 0 |
| Oct 2020 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$828.7M
Discretionary$752.4M
Non-Disc.$76.3M
Employees12
Clients31
DateSep 2024
Total AUM$747.3M
Discretionary$643.4M
Non-Disc.$103.9M
Employees12
Clients31
DateSep 2024
Total AUM$747.3M
Discretionary$643.4M
Non-Disc.$103.9M
Employees12
Clients31
DateMar 2024
Total AUM$747.3M
Discretionary$643.4M
Non-Disc.$103.9M
Employees12
Clients31
DateMar 2024
Total AUM$740.7M
Discretionary$637.7M
Non-Disc.$103.1M
Employees12
Clients7
DateJan 2024
Total AUM$740.7M
Discretionary$637.7M
Non-Disc.$103.1M
Employees11
Clients7
DateJan 2024
Total AUM$740.7M
Discretionary$637.7M
Non-Disc.$103.1M
Employees12
Clients7
DateDec 2023
Total AUM$740.7M
Discretionary$637.7M
Non-Disc.$103.1M
Employees12
Clients7
DateJul 2023
Total AUM$635.7M
Discretionary$541.8M
Non-Disc.$94M
Employees9
Clients7
DateMar 2023
Total AUM$635.7M
Discretionary$541.8M
Non-Disc.$94M
Employees9
Clients7
DateMar 2022
Total AUM$505M
Discretionary$505M
Non-Disc.$0
Employees9
Clients3
DateJan 2022
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees9
Clients0
DateJan 2022
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0