Overview
Assets Under Management: $242 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 96
Average Client Assets: $2 million
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