Dickmeyer Boyce Financial Management, Inc

RIASEC Registered

Total AUM

$439M

Discretionary

$439M

100% of AUM

Avg account

$350K

Accounts

1,253

Employees

Advisory reps

Firm details

Headquarters: Fort Wayne, Indiana
CRD number: 124281
Registered since: August 11, 2005
Website: dickmeyerboyce.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.59%
Individuals19.19%
Charitable Organizations3.21%
Pension & Profit Sharing Plans2.92%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Dickmeyer Boyce Financial Management, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm is SEC-registered (initial registration: 2005) and serves both individual and family clients as well as institutional accounts. Its compensation model includes asset-based fees, hourly charges, and fixed fees, and its core advisory services are financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and educational seminars or workshops. The firm identifies primarily with traditional public funds and does not report being an active ESG investor or a multistate adviser. Dickmeyer Boyce was named among FA Magazine’s Top RIA Firms in 2020.