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BOYLE CAPITAL
1230 Office Plaza Drive
West Des Moines, Iowa 50266-2300
Tel: 515-327-1870
About BOYLE CAPITAL
BOYLE CAPITAL, formally registered with the SEC as BOYLE CAPITAL. The firm was established in 05/21/2007. They have over 3 offices throughout the country.
BOYLE CAPITAL is a West Des Moines, Iowa based Financial Planning firm with nearly $241,825,073 assets under management, offering retirement planning & investment advisory services to 1609 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132416 |
| SEC# | 801-67954 |
| Assets Managed by Firm | $241,825,073 |
| No. of Clients | 1609 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1609 | $241,825,073 |
| Individuals (other than high net worth individuals) | 367 | $88,944,264 |
| High net worth individuals | 75 | $144,187,450 |
| Corporations or other businesses | 6 | $8,693,359 |
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|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
| $88,549,358,554 | 213 | 258 | |
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| $11,358,738,764 | 8 | 15 |
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