The BOA GROUP is a publicly held investment adviser that advises $1,509.56Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BOA GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 56.91% over the last 5-years.
The Group has been registered with the SEC for 47.18 years and is comprised of 3 filing and 0 relying advisers. They operate out of 28 office locations with their Headquarters at ONE BRYANT PARK, NEW YORK, NC. The Group has been subject to regulatory enforcement actions. They are regulated by 82 US and Non-US bodies.
They have 34,067 employees comprised of 26,094 investment and 7,973 non-investment staff. The total number of Employees decreased by 7.31% over the last 5-years.
Their $1,509.56Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 44,952 other accounts. Assets of High Net Worth Individuals clients own $1,012.56Bn or 67.08% of Total Assets and Individuals own $293.68Bn or 19.45% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
BOA GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In BOA GROUP's case, they have 19 business conditions that require high process maturity and 1 Watch Factors.