BOYER FINANCIAL SERVICES, INC.
CRD #331868 SEC #801-130578 NEWPORT BEACH, CA 949-336-4990
SEC Registered
Total AUM
$144.6M
Discretionary
$144.6M
Employees
5
Clients
0
Accounts
565
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $144.6M | $144.6M | $0 | 5 | 0 |
| Jan 2025 | $140.1M | $140.1M | $0 | 5 | 0 |
| Jan 2025 | $140.1M | $140.1M | $0 | 5 | 0 |
| Nov 2024 | $116.2M | $116.2M | $0 | 5 | 0 |
| Oct 2024 | $116.2M | $116.2M | $0 | 5 | 0 |
| Oct 2024 | $0 | $0 | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 5 | 0 |
| May 2024 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0