3109 Kenai Dr.
Ste 107
Cedar Park, Texas 78613
Tel: 512-522-4838
BOYCE & ASSOCIATES WEALTH CONSULTING, INC, formally registered with the SEC as BOYCE & ASSOCIATES WEALTH CONSULTING, INC. The firm was established in 06/10/2021. They have over 2 offices throughout the country.
BOYCE & ASSOCIATES WEALTH CONSULTING, INC. is a Cedar Park, Texas based Financial Planning firm with nearly $194,299,434 assets under management, offering retirement planning & investment advisory services to 760 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288157 |
SEC# | 801-121446 |
Assets Managed by Firm | $194,299,434 |
No. of Clients | 760 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 760 | $194,299,434 |
Individuals (other than high net worth individuals) | 213 | $50,859,011 |
High net worth individuals | 54 | $133,488,030 |
Pension and profit sharing plans | 3 | $8,777,011 |
Corporations or other businesses | 3 | $1,175,382 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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