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- Custodian
- --
- Clients
- Retail
- Platforms
- EagleZenith
- Established Date
- 05-01-2007
- Office Locations
- 1
Office Locations
About Boynton Financial LLC
Boynton Financial, LLC is a San Antonio-based advisory firm focused on helping individuals nearing or in retirement build an overall retirement income strategy. The firm provides planning and guidance along with a mix of investment and insurance solutions, commonly using ETFs and other diversified vehicles for portfolio construction and risk management. Its process-driven “discover, evaluate, plan” approach is designed to translate a client’s retirement goals into a custom strategy.
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Investment Themes
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Owner & Executives
GEORGE FRANKLIN FISHER
Chief Executive Officer, President
- CRD
- #3266677
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,749,768 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,749,768 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,749,768
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,190,986,720 | 41.5% |
| Cash | $1,331,609,249 | 46.4% |
| Corporate - Investment Grade | $347,251,550 | 12.1% |
| Total | $2,869,847,519 | 100.0% |