Overview
Assets Under Management: $242 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 96
Average Client Assets: $2 million
Frequently Asked Questions
BOYLE CAPITAL MANAGEMENT, L.L.C. 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 #132416), BOYLE CAPITAL MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
BOYLE CAPITAL MANAGEMENT, L.L.C. is headquartered in WEST DES MOINES, IA.
BOYLE CAPITAL MANAGEMENT, L.L.C. serves 96 high-net-worth clients according to their SEC filing dated November 06, 2024. View client details ↓
According to their SEC Form ADV, BOYLE CAPITAL MANAGEMENT, L.L.C. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BOYLE CAPITAL MANAGEMENT, L.L.C. manages $242 million in client assets according to their SEC filing dated November 06, 2024.
According to their SEC Form ADV, BOYLE CAPITAL MANAGEMENT, L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,609
Discretionary Accounts: 1,006
Non-Discretionary Accounts: 603
Regulatory Filings
CRD Number: 132416
Last Filing Date: 2024-11-06 00:00:00
Website: https://boylecapital.com