|
⚲
|
| Boyer Financial Services Inc
✚
|
|
|---|---|
| CRD # | 331868 |
| SEC # | 801-130578 |
| CIK # | 0002108122 |
| AUM | $167.0 M (2026-03-27) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 949-336-4990 |
| Address | 4063 Birch St Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| Microsoft Corp | 0.7 | ||
| Nvidia Corp | 0.7 | ||
| Tesla Motors Inc | 0.7 | ||
| Amazon Com Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 33.4 |
| (b) Individuals (high net worth individuals) | 66 | 129.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.7 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 520 | 167.0 |
| By Discretionary | ||
| Discretionary | 520 | 167.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 520 | 167.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.0 | |
| Total | 520 | 167.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002108122] |
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|---|---|---|
|
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|
MT | 0.2 |
|
FLP Wealth Management LLC
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AR | 0.2 |
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Stewardship Capital Ltd
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Boyd Capital Management LLC
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|
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|
Specialized Retirement Consultants LLC
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0.2 | |
|
Retirement Resources LLC
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|
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|
Breachway Investments LLC
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