Adam Carter Thayer

CFA

Boyd Watterson Asset Management, LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementReal Estate Investing

Boyd Watterson Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

1,070 clients

Average Client Portfolio

$17.1M average

Assets Under Management

$18.3B

Fee Structure

Financial Planning:Investment management only

Location

121 West Long Lake Rd., Suite 350, Bloomfield Hills, MI, 48304

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Boyd Watterson Asset Management, LLC

January 2024 - Present · 2 yrs 1 mo

State Registrations2 states

MITX

Advisor

Exams

No exam information available for this advisor.