JOHN BOYER, INC.

1304 Desoto Ave
101
Tampa, Florida 33606
Tel: 813-254-9500

About JOHN BOYER, INC.

JOHN BOYER, INC, formally registered with the SEC as JOHN BOYER, INC. The firm was established in 06/16/2021. They have over 1 offices throughout the country.

JOHN BOYER, INC. is a Tampa, Florida based Financial Planning firm with nearly $139,700,000 assets under management, offering retirement planning & investment advisory services to 526 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145275
SEC#	801-121513
Assets Managed by Firm	$139,700,000
No. of Clients	526
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	526	$139,700,000
Individuals (other than high net worth individuals)	135	$84,040,000
High net worth individuals	30	$55,660,000

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