Overview
Assets Under Management: $167 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 66
Average Client Assets: $2.0 million
Frequently Asked Questions
BOYER FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331868), BOYER FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
BOYER FINANCIAL SERVICES, INC. is headquartered in NEWPORT BEACH, CA.
BOYER FINANCIAL SERVICES, INC. serves 66 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, BOYER FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BOYER FINANCIAL SERVICES, INC. manages $167 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, BOYER FINANCIAL SERVICES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.44%
Average Client Assets: $2.0 million
Total Client Accounts: 520
Discretionary Accounts: 520
Regulatory Filings
CRD Number: 331868
Filing ID: 2083733
Last Filing Date: 2026-03-27 12:14:27