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Building 2DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

Map pinFORT WAYNE, IN
Phone260-436-2051
NotebookSEC #801-64585
Total AUM
$438.5M
Employees
8
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6506 CONSTITUTION DRIVE
FORT WAYNE
IN 46804-1550
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
260-436-2051
Other Offices
1

ReceiptFinancials

Total AUM
$438.5M
Accounts
1,253
Discretionary
$438.5M
Accounts
1,253
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
278
AUM
$84.2M
HNW Individual Clients
124
AUM
$327.1M
Pension/Profit Sharing Plan Clients
7
AUM
$12.8M
Charitable Organization Clients
5
AUM
$14.1M
Corporation or Business Clients
6
AUM
$397.3K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINMINHTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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