Ashish
Mishra

Boyd Watterson Asset Management, LLC

CRD#7063212
Investment Advisor
in Cleveland, OH

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About this Advisor

Ashish Mishra is a financial advisor based in Cleveland, Ohio, working with Boyd Watterson Asset Management, LLC. Ashish has previously held positions at Boyd Watterson Asset Management, LLC, Novelmed Therapeutics, Intas Pharmaceuticals LTD, and Case Western Reserve University. Ashish has passed the Series 65 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Ashish is part of Boyd Watterson Asset Management, LLC, which operates out of Cleveland, Ohio. The firm has 6 offices and 121 employees. The firm manages assets totaling $17.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Boyd Watterson Asset Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1301 E. 9Th Street Suite 2900
Cleveland, OH 44114

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Boyd Watterson Asset Management, LLC Brokerage Details

Total Assets Under Management

$17,878,495,158

OH Average: $2,106,341,625
Total Number of Employees

121

OH Average: 34
Total Number of Accounts

1,126

OH Average: 1,972
Average Account Size

$15,877,882

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Ashish Mishra Work History

2018 - Present (7 years)

Boyd Watterson Asset Management, LLC

2018 - 2018 (< 1 year)

Boyd Watterson Asset Management, LLC

2016 - 2016 (< 1 year)

Novelmed Therapeutics

2016 - 2018 (2 years)

Case Western Reserve University

2010 - 2015 (5 years)

Intas Pharmaceuticals LTD

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Disclosures

Please visit the SEC profile of Ashish Mishra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Boyd Watterson Asset Management, LLC

Adam Thayer
Bloomfield Hills, MI
Rank Dawson
Cleveland, OH
Michael Vandenbossche
Cleveland, OH
Michael Krushena
Bloomfield Hills, MI
Patrick Prato
Cleveland, OH
Brian Convery
Cleveland, OH
Bobby Frady
Tampa, FL
Ashish Mishra
Cleveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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