| Name | Title | Ownership | Since |
|---|---|---|---|
| John Delmar MacWillie Control | Chief Compliance Officer | Under 5% | 2024 |
| Mark Hearn Boyer Control | Owner & President | Over 75% | 2024 |
Boyer Financial Services, Inc. reports $144.6 million in regulatory assets under management on its Form ADV.
Boyer Financial Services, Inc. reports 5 employees.
Boyer Financial Services, Inc. is based in Newport Beach, CA and has been SEC-registered since 2024.
Boyer Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4063 Birch St., Suite 150, Newport Beach, CA 92660 |
| Phone | 949-336-4990 |
| Fax | (949) 418-8433 |
| Office hours | 8:00 - 5:00 (Pt) |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $144.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $144.6M |