B
CRD: 331868
Boyer Financial Services, Inc.
Newport Beach, CA, 92660
9493364990
$167.0M Total AUM
$167.0M Disc. AUM
-- 3Y CAGR
7 Employees
226 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2024
- Office Locations
- 1
Office Locations
4063 Birch St. Suite 150 Newport Beach CA
About Boyer Financial Services, Inc.
Boyer Financial Services, Inc. is a Newport Beach-based RIA. The firm has been operating for 2 years. Managing $167.0M in total assets under management, with 2 advisory representatives. They custody assets with American Funds and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
32 AVG AGE
$83.5M AVG AUM / ADVISOR
$739.1K AVG AUM / CLIENT
1.2 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Eagle bridge Legacy Zenith legacy
Investment Vehicles
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Services
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Owner & Executives
MARK HEARN BOYER
Advisor, Owner, President
- CRD
- #2502979
- Ownership
- 75% or more
(486) 501-3561
value.harbor@insightcapital.com
in linkedin.com/in/frontier-harbor
J
JOHN DELMAR MACWILLIE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(220) 288-2066
ridge.wave@crestcapital.com
in linkedin.com/in/horizon-alpha
Showing 2 of 2 owners & executives
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M
MARKUS TANNER BOYER
--
- CRD
- #7175525
(442) 275-4134
vector.oak@meridiancapital.com
in linkedin.com/in/prime-capital
JASON RAYMOND JACOBI
Wealth Advisor
- CRD
- #6281494
(565) 743-7501
pathway.glacier@bridgecapital.com
in linkedin.com/in/alpha-glacier
F
Foundation element
Ridge catalyst frontier
- CRD
- #53589
(417) 533-9702
horizon.insight@frontiercapital.com
in linkedin.com/in/catalyst-north
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,043,756 | $321,238 |
| Non-Discretionary | $0 | -- |
| Total | $167,043,756 | $321,238 |
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Separately Managed Accounts
Total SMA Asset: $167,043,756
Public Funds:
19.0% Equity - Exchange:
41.9% Cash:
39.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,685,418,960 | 19.0% |
| Equity - Exchange | $3,716,792,338 | 41.9% |
| Cash | $3,468,414,808 | 39.1% |
| Total | $8,870,626,106 | 100.0% |