Tech stack
No one at Bos Asset Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $657M held · filed Sep 2024
LPL Financial
Per Form ADV · $87M held · filed Sep 2024