PPrivate Fund Data Log in Join · $37/mo

John Boyer, Inc.

● SEC registered since 2021CRD 145275SEC# 801-121513Tampa, FL
Export (members)
Reg. AUM
$158.6M
Employees
2
Accounts
549
Location
Tampa, FL

John Boyer, Inc. assets under management

John Boyer, Inc. is a registered investment adviser overseen by the SEC based in Tampa, FL. The firm has been registered since 2021. It reports $158.6 million in regulatory assets under management and employs 2 people.
www.wisdomfp.comView on SEC.gov ↗

John Boyer, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Richard Boyer ControlChief Compliance OfficerOver 75%2007
John Richard Boyer ControlPresidentOver 75%2007

Frequently asked questions

How much does John Boyer, Inc. manage?

John Boyer, Inc. reports $158.6 million in regulatory assets under management on its Form ADV.

How many employees does John Boyer, Inc. have?

John Boyer, Inc. reports 2 employees.

Where is John Boyer, Inc. located?

John Boyer, Inc. is based in Tampa, FL and has been SEC-registered since 2021.

Does John Boyer, Inc. disclose fund performance?

John Boyer, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1304 Desoto Ave, 101, Tampa, FL 33606
Phone813-254-9500
Fax813-254-4422
Office hours8a.m.-4p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$147.8M
Non-discretionary$10.8M
Total (RAUM)$158.6M