RIA Intel›Advisers›Florida›BOGGESS ASSET MANAGEMENT LLC

BOGGESS ASSET MANAGEMENT LLC

Advisory

WEST PALM BEACH, FL

Data as of Feb 12, 2025 · Source: SEC Form ADV

Rank in FL

#2,570

of 2,610 advisers by AUM

Average account

$175K

across 1 accounts

AUM per adviser

$175K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2025.

Total AUM

$175K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$175K

Discretionary AUM$175K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

CRITICAL MASS FINANCIAL, LLC

$167K

RICHR MONEY LLC

$187K

MIAMI WEALTH MANAGEMENT LLC

$158K

TACTICAL FINANCIAL PLANNING INC

$158K

OBSIDIAN WISDOM LLC

$150K

FIDELITY CAPITAL MANAGEMENT CORP

PALM HARBOR, FL

$150K

Get the full picture on BOGGESS ASSET MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BOGGESS ASSET MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans