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SJ BOYLE WEALTH PLANNING, LLC
CRD 174158
45 LYME ROAD, SUITE 204A, HANOVER, NH, 03755, United States
Phone
603-277-9953
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.7M
Discretionary AUM
$30.7M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $16.6M |
| High net worth individuals | 12 | $14.2M |
All web addresses on file
Official SEC filing: View on IAPD