Active
BOYD FINANCIAL STRATEGIES, INC.
Investment Advice|AUBURN, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$121M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 120.3M |
| Non-Discretionary | 666K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 107505 |
| SEC Number | 801-125015 |
| Street Address | 319A SOUTHBRIDGE ST |
| Street Address 2 | STE 201 |
| Location | AUBURN, MA 01501 |
| Country | United States |
| Phone | (508) 754-3226 |
| Total Employees | 3 |
| Business Types | insurance_broker |
Client Count by Type (187 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 159 |
| High Net Worth Individual… | 28 |
Community Partners
CITY OF FITCHBURG
CITY OF GARDNER
CITY OF LEOMINSTER
CITY OF SOUTHBRIDGE TOWN
CITY OF WORCESTER
SOUTHBRIDGE TOWN MANAGER'S OFC
TOWN OF ASHBURNHAM
TOWN OF AUBURN
TOWN OF BARRE
TOWN OF BERLIN
TOWN OF BLACKSTONE
TOWN OF BOLTON
TOWN OF BOYLSTON
TOWN OF BROOKFIELD
TOWN OF CLINTON
TOWN OF DOUGLAS
TOWN OF DUDLEY
TOWN OF EAST BROOKFIELD
TOWN OF GRAFTON
TOWN OF HARDWICK
CITY OF FITCHBURG
CITY OF GARDNER
CITY OF LEOMINSTER
CITY OF SOUTHBRIDGE TOWN
CITY OF WORCESTER
SOUTHBRIDGE TOWN MANAGER'S OFC
TOWN OF ASHBURNHAM
TOWN OF AUBURN
TOWN OF BARRE
TOWN OF BERLIN
TOWN OF BLACKSTONE
TOWN OF BOLTON
TOWN OF BOYLSTON
TOWN OF BROOKFIELD
TOWN OF CLINTON
TOWN OF DOUGLAS
TOWN OF DUDLEY
TOWN OF EAST BROOKFIELD
TOWN OF GRAFTON
TOWN OF HARDWICK
CITY OF FITCHBURG
CITY OF GARDNER
CITY OF LEOMINSTER
CITY OF SOUTHBRIDGE TOWN
CITY OF WORCESTER
SOUTHBRIDGE TOWN MANAGER'S OFC
TOWN OF ASHBURNHAM
TOWN OF AUBURN
TOWN OF BARRE
TOWN OF BERLIN
TOWN OF BLACKSTONE
TOWN OF BOLTON
TOWN OF BOYLSTON
TOWN OF BROOKFIELD
TOWN OF CLINTON
TOWN OF DOUGLAS
TOWN OF DUDLEY
TOWN OF EAST BROOKFIELD
TOWN OF GRAFTON
TOWN OF HARDWICK
Municipal Government
58 Active
58
Organizations
ATHOL ECONOMIC DEVELOPMENT AND INDUSTRIAL CORPORATION
ATHOL HOUSING AUTHORITY
AUBURN HOUSING AUTHORITY
AUBURN WATER DISTRICT
BARRE HOUSING AUTHORITY
BLACKSTONE HOUSING AUTHORITY
BOLTON HOUSING AUTHORITY
BOYLSTON WATER DISTRICT
BROOKFIELD HOUSING AUTHORITY
BURNCOAT POND WATERSHED DISTRICT
CHARLTON HOUSING AUTHORITY
CHERRY VALLEY AND ROCHDALE WATER DISTRICT
CHERRY VALLEY SEWER DISTRICT
CLINTON HOUSING AUTHORITY
DOUGLAS HOUSING AUTHORITY
DUDLEY HOUSING AUTHORITY
ELM HILL WATER DISTRICT
FITCHBURG HOUSING AUTHORITY
GARDNER HOUSING AUTHORITY
GILBERTVILLE WATER DISTRICT
ATHOL ECONOMIC DEVELOPMENT AND INDUSTRIAL CORPORATION
ATHOL HOUSING AUTHORITY
AUBURN HOUSING AUTHORITY
AUBURN WATER DISTRICT
BARRE HOUSING AUTHORITY
BLACKSTONE HOUSING AUTHORITY
BOLTON HOUSING AUTHORITY
BOYLSTON WATER DISTRICT
BROOKFIELD HOUSING AUTHORITY
BURNCOAT POND WATERSHED DISTRICT
CHARLTON HOUSING AUTHORITY
CHERRY VALLEY AND ROCHDALE WATER DISTRICT
CHERRY VALLEY SEWER DISTRICT
CLINTON HOUSING AUTHORITY
DOUGLAS HOUSING AUTHORITY
DUDLEY HOUSING AUTHORITY
ELM HILL WATER DISTRICT
FITCHBURG HOUSING AUTHORITY
GARDNER HOUSING AUTHORITY
GILBERTVILLE WATER DISTRICT
ATHOL ECONOMIC DEVELOPMENT AND INDUSTRIAL CORPORATION
ATHOL HOUSING AUTHORITY
AUBURN HOUSING AUTHORITY
AUBURN WATER DISTRICT
BARRE HOUSING AUTHORITY
BLACKSTONE HOUSING AUTHORITY
BOLTON HOUSING AUTHORITY
BOYLSTON WATER DISTRICT
BROOKFIELD HOUSING AUTHORITY
BURNCOAT POND WATERSHED DISTRICT
CHARLTON HOUSING AUTHORITY
CHERRY VALLEY AND ROCHDALE WATER DISTRICT
CHERRY VALLEY SEWER DISTRICT
CLINTON HOUSING AUTHORITY
DOUGLAS HOUSING AUTHORITY
DUDLEY HOUSING AUTHORITY
ELM HILL WATER DISTRICT
FITCHBURG HOUSING AUTHORITY
GARDNER HOUSING AUTHORITY
GILBERTVILLE WATER DISTRICT
Special District
78 Active
78
Organizations
ASHBURNHAM-WESTMINISTER REG SCHOOL DIST
ASHBURNHAM WESTMINSTER REGIONAL SCHOOL DISTRICT
ATHOL ROYALSTON REG SCH
AUBURN TOWN SCH
BERLIN-BOYLSTON REGIONAL SCH DIST
BLACKSTONE MILLVILLE REGIONAL SCHOOL DISTRICT
BLACKSTONE-MILLVILLE REG SCH DT
BLACKSTONE VALLEY REG VOC SCHOOL DIST
BROOKFIELD TOWN SCHS
CAPS EDUCATION COLLABORATIVE
CLINTON TOWN SCHS
DOUGLAS TOWN SCHS
DUDLEY-CHARLTON REG SCH DIST
FITCHBURG CITY SCH
GARDNER PUBLIC SCH
GRAFTON SCH DEPT
HARVARD TOWN SCH
HOPEDALE TOWN SCHS
LEICESTER TOWN SCHS
LEOMINSTER CITY SCH
ASHBURNHAM-WESTMINISTER REG SCHOOL DIST
ASHBURNHAM WESTMINSTER REGIONAL SCHOOL DISTRICT
ATHOL ROYALSTON REG SCH
AUBURN TOWN SCH
BERLIN-BOYLSTON REGIONAL SCH DIST
BLACKSTONE MILLVILLE REGIONAL SCHOOL DISTRICT
BLACKSTONE-MILLVILLE REG SCH DT
BLACKSTONE VALLEY REG VOC SCHOOL DIST
BROOKFIELD TOWN SCHS
CAPS EDUCATION COLLABORATIVE
CLINTON TOWN SCHS
DOUGLAS TOWN SCHS
DUDLEY-CHARLTON REG SCH DIST
FITCHBURG CITY SCH
GARDNER PUBLIC SCH
GRAFTON SCH DEPT
HARVARD TOWN SCH
HOPEDALE TOWN SCHS
LEICESTER TOWN SCHS
LEOMINSTER CITY SCH
ASHBURNHAM-WESTMINISTER REG SCHOOL DIST
ASHBURNHAM WESTMINSTER REGIONAL SCHOOL DISTRICT
ATHOL ROYALSTON REG SCH
AUBURN TOWN SCH
BERLIN-BOYLSTON REGIONAL SCH DIST
BLACKSTONE MILLVILLE REGIONAL SCHOOL DISTRICT
BLACKSTONE-MILLVILLE REG SCH DT
BLACKSTONE VALLEY REG VOC SCHOOL DIST
BROOKFIELD TOWN SCHS
CAPS EDUCATION COLLABORATIVE
CLINTON TOWN SCHS
DOUGLAS TOWN SCHS
DUDLEY-CHARLTON REG SCH DIST
FITCHBURG CITY SCH
GARDNER PUBLIC SCH
GRAFTON SCH DEPT
HARVARD TOWN SCH
HOPEDALE TOWN SCHS
LEICESTER TOWN SCHS
LEOMINSTER CITY SCH
School District
51 Active
51
Organizations
148 CENTRAL MASSACHUSETTS CHAPTER OF TROUT UNLIMITED
149TH PA BUCKTAILS DESCENDANTS ASSOCIATION
182 GARDNER EDUCATION ASSOCIATION
18 HOLES FOR HOPE AND HEALING
1921 HISTORIC PRESERVATION FUND INC
200 SPORTSMEN CLUB INC
2TAJE AFRICA CORPORATION
4 Others Inc
508FOREVERYOUNG INC
5 KILOBYTES INC
658 MAIN STREET FOUNDATION INC
78715 LEOMINSTER
923 MAIN INC
95 STURBRIDGE MA CHAPTER
AARON ZENUS FOUNDATION
ABACO BOAT RESTORATION INC
ABOVE THE RIM ELITE INC
ABUNDANT CARE
ACADIEN SOCIAL CLUB
ACCESS OXFORD INC
148 CENTRAL MASSACHUSETTS CHAPTER OF TROUT UNLIMITED
149TH PA BUCKTAILS DESCENDANTS ASSOCIATION
182 GARDNER EDUCATION ASSOCIATION
18 HOLES FOR HOPE AND HEALING
1921 HISTORIC PRESERVATION FUND INC
200 SPORTSMEN CLUB INC
2TAJE AFRICA CORPORATION
4 Others Inc
508FOREVERYOUNG INC
5 KILOBYTES INC
658 MAIN STREET FOUNDATION INC
78715 LEOMINSTER
923 MAIN INC
95 STURBRIDGE MA CHAPTER
AARON ZENUS FOUNDATION
ABACO BOAT RESTORATION INC
ABOVE THE RIM ELITE INC
ABUNDANT CARE
ACADIEN SOCIAL CLUB
ACCESS OXFORD INC
148 CENTRAL MASSACHUSETTS CHAPTER OF TROUT UNLIMITED
149TH PA BUCKTAILS DESCENDANTS ASSOCIATION
182 GARDNER EDUCATION ASSOCIATION
18 HOLES FOR HOPE AND HEALING
1921 HISTORIC PRESERVATION FUND INC
200 SPORTSMEN CLUB INC
2TAJE AFRICA CORPORATION
4 Others Inc
508FOREVERYOUNG INC
5 KILOBYTES INC
658 MAIN STREET FOUNDATION INC
78715 LEOMINSTER
923 MAIN INC
95 STURBRIDGE MA CHAPTER
AARON ZENUS FOUNDATION
ABACO BOAT RESTORATION INC
ABOVE THE RIM ELITE INC
ABUNDANT CARE
ACADIEN SOCIAL CLUB
ACCESS OXFORD INC
Nonprofit Organization
3044 Active
3044
Organizations
Community Partners200 organizations
CITY OF GARDNER
Municipal Government·GARDNER
CITY OF WORCESTER
Municipal Government·WORCESTER
SOUTHBRIDGE TOWN MANAGER'S OFC
Municipal Government·SOUTHBRIDGE
TOWN OF BARRE
Municipal Government·BARRE
TOWN OF BLACKSTONE
Municipal Government·BLACKSTONE
TOWN OF CLINTON
Municipal Government·CLINTON
TOWN OF DOUGLAS
Municipal Government·DOUGLAS
TOWN OF EAST BROOKFIELD
Municipal Government·EAST BROOKFIELD
TOWN OF HARDWICK
Municipal Government·GILBERTVILLE
TOWN OF HOPEDALE
Municipal Government·HOPEDALE
TOWN OF LANCASTER
Municipal Government·LANCASTER
TOWN OF LEICESTER
Municipal Government·LEICESTER
TOWN OF LUNENBURG
Municipal Government·LUNENBURG
TOWN OF NORTHBOROUGH
Municipal Government·NORTHBOROUGH
TOWN OF NORTH BROOKFIELD
Municipal Government·NORTH BROOKFIELD
TOWN OF OAKHAM
Municipal Government·OAKHAM
TOWN OF OXFORD
Municipal Government·OXFORD
TOWN OF PHILLIPSTON
Municipal Government·PHILLIPSTON
TOWN OF ROYALSTON
Municipal Government·ROYALSTON
TOWN OF SOUTHBOROUGH
Municipal Government·SOUTHBOROUGH
TOWN OF STERLING
Municipal Government·STERLING
TOWN OF STURBRIDGE
Municipal Government·STURBRIDGE
ATHOL ECONOMIC DEVELOPMENT AND INDUSTRIAL CORPORATION
Special District·ATHOL
ATHOL HOUSING AUTHORITY
Special District·ATHOL
AUBURN HOUSING AUTHORITY
Special District·AUBURN
BARRE HOUSING AUTHORITY
Special District·BARRE
BLACKSTONE HOUSING AUTHORITY
Special District·BLACKSTONE
BROOKFIELD HOUSING AUTHORITY
Special District·NORTH BROOKFIELD
BURNCOAT POND WATERSHED DISTRICT
Special District·LEICESTER
CHARLTON HOUSING AUTHORITY
Special District·CHARLTON
CHERRY VALLEY AND ROCHDALE WATER DISTRICT
Special District·LEICESTER
CHERRY VALLEY SEWER DISTRICT
Special District·LEICESTER
CLINTON HOUSING AUTHORITY
Special District·CLINTON
DOUGLAS HOUSING AUTHORITY
Special District·DOUGLAS
DUDLEY HOUSING AUTHORITY
Special District·DUDLEY
ELM HILL WATER DISTRICT
Special District·AUBURN
FITCHBURG HOUSING AUTHORITY
Special District·FITCHBURG
GILBERTVILLE WATER DISTRICT
Special District·NEW BRAINTREE
GRAFTON HOUSING AUTHORITY
Special District·NORTH GRAFTON
HILLCREST SEWER DISTRICT
Special District·LEICESTER
HOLDEN HOUSING AUTHORITY
Special District·HOLDEN
HOLMES PARK WATER DISTRICT
Special District·WESTMINSTER
HOPEDALE HOUSING AUTHORITY
Special District·HOPEDALE
LANCASTER HOUSING AUTHORITY
Special District·SOUTH LANCASTER
LANCASTER SEWER DISTRICT
Special District·S LANCASTER
LEICESTER FIRE DEPT
Special District·LEICESTER
LEICESTER HOUSING AUTHORITY
Special District·LEICESTER
LEICESTER WATER SUPPLY DISTRICT
Special District·LEICESTER
LEINO PARK WATER DISTRICT
Special District·WESTMINSTER
LEOMINSTER HOUSING AUTHORITY
Special District·LEOMINSTER
LUNENBURG HOUSING AUTHORITY
Special District·LUNENBURG
LUNENBURG WATER DISTRICT
Special District·LUNENBURG
MANCHAUG WATER DISTRICT
Special District·MANCHAUG
MENDON HOUSING AUTHORITY
Special District·MENDON
MILFORD HOUSING AUTHORITY
Special District·MILFORD
MILLBURY HOUSING AUTHORITY
Special District·MILLBURY
MONTACHUSETT REGIONAL PLANNING COMMISSION
Special District·LEOMINSTER
NORTHBORO HOUSING AUTHORITY
Special District·NORTHBOROUGH
NORTHBRIDGE HOUSING AUTHORITY
Special District·WHITINSVILLE
OXFORD HOUSING AUTHORITY
Special District·OXFORD
OXFORD-ROCHDALE SEWER DISTRICT
Special District·ROCHDALE
SHREWSBURY HOUSING AUTHORITY
Special District·SHREWSBURY
SOUTHBORO HOUSING AUTHORITY
Special District·SOUTHBOROUGH
ASHBURNHAM WESTMINSTER REGIONAL SCHOOL DISTRICT
School District·ASHBURNHAM
BLACKSTONE MILLVILLE REGIONAL SCHOOL DISTRICT
School District·BLACKSTONE
BROOKFIELD TOWN SCHS
School District·FISKDALE
CAPS EDUCATION COLLABORATIVE
School District·WESTMINSTER
DOUGLAS TOWN SCHS
School District·DOUGLAS
HOPEDALE TOWN SCHS
School District·HOPEDALE
LUNENBURG TOWN SCHS
School District·LUNENBURG
MILLBURY PUBLIC SCHS
School District·MILLBURY
STURBRIDGE TOWN SCHS
School District·FISKDALE
148 CENTRAL MASSACHUSETTS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·LEOMINSTER
149TH PA BUCKTAILS DESCENDANTS ASSOCIATION
Nonprofit Organization·Fitchburg
182 GARDNER EDUCATION ASSOCIATION
Nonprofit Organization·Gardner
18 HOLES FOR HOPE AND HEALING
Nonprofit Organization·RUTLAND
1921 HISTORIC PRESERVATION FUND INC
Nonprofit Organization·LEOMINSTER
200 SPORTSMEN CLUB INC
Nonprofit Organization·WEBSTER
2TAJE AFRICA CORPORATION
Nonprofit Organization·LEOMINSTER
4 Others Inc
Nonprofit Organization·Holden
508FOREVERYOUNG INC
Nonprofit Organization·Southbridge
5 KILOBYTES INC
Nonprofit Organization·Shrewsbury
658 MAIN STREET FOUNDATION INC
Nonprofit Organization·FITCHBURG
78715 LEOMINSTER
Nonprofit Organization·Leominster
923 MAIN INC
Nonprofit Organization·Fitchburg
95 STURBRIDGE MA CHAPTER
Nonprofit Organization·Southbridge
AARON ZENUS FOUNDATION
Nonprofit Organization·Hopedale
ABACO BOAT RESTORATION INC
Nonprofit Organization·Barre
ABOVE THE RIM ELITE INC
Nonprofit Organization·BOLTON
ABUNDANT CARE
Nonprofit Organization·Milford
ACADIEN SOCIAL CLUB
Nonprofit Organization·GARDNER
ACCESS OXFORD INC
Nonprofit Organization·OXFORD
ACTION FAMILY CENTER INCORPORATED
Nonprofit Organization·LEOMINSTER
ADAC ADVOCACY FOUNDATION INC
Nonprofit Organization·LEOMINSTER
ADAM BULLEN MEMORIAL FOUNDATION
Nonprofit Organization·WEBSTER
ADAMS CONEY FREW AMERICAN LEGION
Nonprofit Organization·WEST BROOKFIELD
ADAPTING GAITS INC
Nonprofit Organization·Fitchburg
ADAPTIVE RECOVERY TEACHING INCORPORATED
Nonprofit Organization·AUBURN
ADC BOOSTER CLUB INC
Nonprofit Organization·Oxford
ADC INITIATIVE INC
Nonprofit Organization·BLACKSTONE
ADELPHI COUNCIL 4181 KNIGHTS OF COLUMBUS
Nonprofit Organization·SHREWSBURY
ADELPHI INC
Nonprofit Organization·SHREWSBURY
ADIGGA
Nonprofit Organization·westminster
ADVOCACY FOR REFUGEE AND IMMIGRANT SERVICES
Nonprofit Organization·SHREWSBURY
AED FOUNDATION INC
Nonprofit Organization·GARDNER
AFSA New England Chapter
Nonprofit Organization·Southborough
AFSCME Council 93 Membership Benefit
Nonprofit Organization·Leominster
AGING SERVICES OF NORTH CENTRAL
Nonprofit Organization·LEOMINSTER
A HAND UP CHARITABLE FOUNDATION
Nonprofit Organization·LEOMINSTER
A HELPING HAND FOUNDATION INC
Nonprofit Organization·Leominster
AHIMSA HAVEN ANIMAL RESCUE INC
Nonprofit Organization·WINCHENDON
AIR POLLUTION CONTROL ASSOCIATION NORTHEAST ATLANTIC INTERNATIONAL
Nonprofit Organization·SHREWSBURY
ALAN & CORINNE SWOFF CHARITABLE
Nonprofit Organization·NORTHBOROUGH
ALBANIAN AMERICAN NATIONAL ORGANIZATION
Nonprofit Organization·Sutton
Albert H & Reuben S Stone Fund
Nonprofit Organization·Gardner
Aletheia Grotto Inc
Nonprofit Organization·Holden
ALEXANDER H MCNEIL AND J VIRGINIA MCNEIL
Nonprofit Organization·STERLING
ALFANSO DWIGHT CLAXTON FOUNDATION INC
Nonprofit Organization·Southbridge
ALGONQUIN ATHLETIC BOOSTERS CLUB INC
Nonprofit Organization·NORTHBOROUGH
Algonquin Baseball & Softball Ass Inc
Nonprofit Organization·Northborough
Algonquin Baseball & Softball Ass Inc
Nonprofit Organization·Northborough
ALGONQUIN PARENT TEACHER ORGANZIZATION
Nonprofit Organization·Northborough