|
⚲
|
| John Boyer Inc
✚
| |
|---|---|
| CRD # | 145275 |
| SEC # | 801-121513 |
| CIK # | |
| AUM | $139.7 MM (2024-03-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 813-254-9500 |
| Address | 1304 Desoto Ave Tampa, FL 33606 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 84.0 |
| (b) Individuals (high net worth individuals) | 30 | 55.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 526 | 139.7 |
| By Discretionary | ||
| Discretionary | 502 | 128.9 |
| Non-Discretionary | 24 | 10.8 |
| Total | 526 | 139.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.7 | |
| Total | 526 | 139.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Golden Bay Advisors LLC
✚
|
NY | 0.1 |
|
Trotta John NMN
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|
NY | 0.1 |
|
T2 Asset Management LLC
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IL | 0.1 |
|
Setchfield Associates LLC
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|
FL | 0.1 |
|
Cladis Investment Advisory LLC
✚
|
MT | 0.1 |
|
Wrenne Financial Planning LLC
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|
KY | 0.1 |
|
NorthStar Financial Advisors Inc
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|
FL | 0.1 |
|
Greenleaf Financial Group LLC
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|
IN | 0.1 |
|
Shellman Investment Management LLC
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|
FL | 0.1 |
|
Alpha Omega Financial Advisory Inc
✚
|
FL | 0.1 |