Stephen Bradley Fush

CFA

Boyd Watterson Asset Management, LLC

6 Years of Experience

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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

1301 East 9th Street, Suite 2900, Cleveland, OH, 44114-3179

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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

November 2019 - Present · 6 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.