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BOYER FINANCIAL SERVICES, INC.
CRD 331868 · SEC 801-130578
4063 BIRCH ST., SUITE 150, NEWPORT BEACH, CA, 92660, United States
Phone
949-336-4990
Fax
(949) 418-8433
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.0M
Discretionary AUM
$167.0M
Team
7 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $33.4M |
| High net worth individuals | 66 | $129.4M |
States served
AZ, CA, ID, TX
All web addresses on file
Official SEC filing: View on IAPD