Boyd Watterson Asset Management is an investment advisor in Cleveland with $16.74 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
341922005
SEC advisor number
801-57468
FINRA CRD number
107808
AUM ?
$17.88 bn
(as of 26 Mar 24)
Accounts
1,126
(as of 26 Mar 24)
Employees
121
(45 investment advisory or research)
Address
Boyd Watterson Asset Management
1801 EAST NINTH STREET
SUITE 1400
CLEVELAND
OH 44114-3179
1801 EAST NINTH STREET
SUITE 1400
CLEVELAND
OH 44114-3179
Phone
2167713450
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21