RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 10, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
MacWillie, John, DelmarICHIEF COMPLIANCE OFFICERNA Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control
BOYER, MARK, HEARNIOWNER & PRESIDENTE Control

Registrations

Federal

IA
Jun 10, 2025 REGISTERED

Notice Filings (4)

AZ CA ID TX

Address

4063 BIRCH ST.
SUITE 150
NEWPORT BEACH, CA 92660
United States
Phone: 949-336-4990