Sign in
Create a free account
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
CEDAR PARK, TX
512-522-4838
SEC #801-121446Total AUM
$244.6M
Employees
8Clients
274Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3109 KENAI DR.
STE 107
CEDAR PARK
TX 78613
United States
STE 107
CEDAR PARK
TX 78613
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
Phone
512-522-4838
Other Offices
1
Financials
Total AUM
$244.6M
Accounts
811Discretionary
$244.6M
Accounts
811Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
186AUM
$46.2M
HNW Individual Clients
78AUM
$188.2M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
3AUM
$9.6M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$592.6K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
IDTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.