Elizabeth
Debarr
Boyd Watterson Asset Management, LLC
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About this Advisor
Elizabeth Debarr is a financial advisor based out of Cleveland, Ohio with a total of 6 years of industry experience. Debarr works at Boyd Watterson Asset Management, LLC. Their career trajectory has included roles at Boyd Watterson Asset Management, LLC, Borrow Rentals, LLC, Knickerbocker Mfg. Co and Johnson & Wales University. Debarr has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Ohio. Boyd Watterson Asset Management, LLC is a financial advisory company based in Cleveland, OH. It has offices in five locations and a total of 118 people on staff. It oversees $17 billion in assets under management among its 1,184 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 101 charitable organizations. Of its 1,184 client accounts, 20% are associated with high-net-worth investors who have more than $1 million in investable assets. Boyd Watterson Asset Management, LLC performs a broad array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees typically are based on which services are offered. However, fees billed by Boyd Watterson Asset Management, LLC likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boyd Watterson Asset Management, LLC Brokerage Details
$17,207,197,273
118
1,184
$14,533,106
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
Elizabeth Debarr Work History
Elizabeth has been registered as a financial advisor for 6 years.*
Boyd Watterson Asset Management, LLC
Boyd Watterson Asset Management, LLC
Borrow Rentals, LLC
Knickerbocker Mfg. Co
Johnson & Wales University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Debarr 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
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Bloomfield Hills, MI
Cleveland, OH
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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