42. Asset Management by Boyd Watterson
Boyd Watterson Asset Management, located in Cleveland, Ohio, has been ranked No. 42 on the 2024 CNBC Financial Advisor 100 list. This marks the company's first time appearing on the list.
Total AUM: $17.8B (AccuPoint Solutions)
Years in Business: 24 (AccuPoint Solutions)
Accounts Under Management: 1,126 (AccuPoint Solutions)
Previous appearances on FA 100 List: 0
Principals:
Brian Gevry, Chief Executive Officer & Co-Chief Investment Officer
Timothy Hyland, President & National Director of Sales and Marketing
Brian Convery, Executive Vice President & Co-Chief Investment Officer
Contact:
1301 East 9th Street, Suite 2900, Cleveland, Ohio 44114
(216) 771-3450
Investing
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