This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Frontier zenithWave
- Established Date
- 09-04-2020
- Office Locations
- 1
Office Locations
About Boca Retirement Strategies Inc.
Boca Retirement Strategies is a boutique, fiduciary RIA in Jupiter, FL focused on retirees and pre-retirees. The firm delivers comprehensive retirement planning—spending and income modeling, tax and Social Security strategy, and risk management—paired with ongoing investment management built largely with ETFs. Offers a no-cost initial consult and a structured retirement-planning workbook; XYPN member and works with Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Hunter Edward Brockway
Associate, Chief Compliance Officer, Chief Executive Officer
- CRD
- #7281624
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,917,592 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,917,592 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,917,592
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,933,856,560 | 26.8% |
| Public Funds | $930,848,867 | 12.9% |
| Cash | $1,003,007,694 | 13.9% |
| Corporate - Investment Grade | $1,948,288,326 | 27.0% |
| U.S. Government/Agency | $1,399,881,241 | 19.4% |
| Total | $7,215,882,688 | 100.0% |