Assets Under Management
$18.3B
Number of Clients
1,070
Number of Advisors
18
Average Client AUM
$17.1M
AUM per Advisor
$1.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
Boyd Watterson is an investment management firm managing client portfolios across fixed income and equity strategies. They also manage direct investments in real estate assets. Services are available through direct relationships, platforms, or unified managed accounts. They provide sub-advisory services and non-discretionary real estate consulting.
1301 East 9th Street, Suite 2900, Cleveland, OH, 44114-3179