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Building 2BOYER FINANCIAL SERVICES, INC.

Map pinNEWPORT BEACH, CA
Phone949-336-4990
NotebookSEC #801-130578
Total AUM
$167M
Employees
7
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4063 BIRCH ST.
SUITE 150
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 - 5:00 (PT)
Monday - Friday
Phone
949-336-4990

ReceiptFinancials

Total AUM
$167M
Accounts
520
Discretionary
$167M
Accounts
520
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
160
AUM
$33.4M
HNW Individual Clients
66
AUM
$129.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M
Charitable Organization Clients
1
AUM
$224.3K
Corporation or Business Clients
1
AUM
$441K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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