Boca Retirement Strategies Inc.
Boca Retirement Strategies Inc. (CRD# 310150) is a financial advisory firm headquartered in , . They manage $13,391,000 in 147 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Boca Retirement Strategies Inc.
By the Numbers
-
Total Assets Under Management13MILLION
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Total Number of Accounts147ACCOUNTS
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Average Account Value$91,095
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA
Financial Advisors at Boca Retirement Strategies Inc.
1
Hunter Brockway (CRD# 7281624) is an Investment Advisor Representative working at Boca Retirement Strategies Inc. in Jupiter, FL and has over 4 years of experience in the finance industry.
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