B
CRD: 171726
Boselah Investments
Westport, MA
7742010475
$16.4M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
12 yrs Firm Age
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- Custodian
- Bank OF America ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-02-2014
- Office Locations
- 1
Office Locations
-- Westport MA
About Boselah Investments
Boselah Investments is a Westport-based RIA. The firm has been operating for 12 years. Managing $16.4M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$16.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Oak frontier Radial
Client Personas
Meridian
Investment Vehicles
Pathway element
Services
Ember crest
Owner & Executives
E
EARLE DOUGLAS JOHNSON
Managing Member
- CRD
- #6359284
- Ownership
- 75% or more
(904) 554-6395
pathway.momentum@quantumcapital.com
in linkedin.com/in/zenith-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,442,488 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,442,488 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,442,488
Equity - Exchange:
31.9% Cash:
35.1% Other:
33.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $637,829,182 | 31.9% |
| Cash | $701,812,046 | 35.1% |
| Other | $659,823,291 | 33.0% |
| Total | $1,999,464,519 | 100.0% |