DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC

RIASEC RegisteredEst. 2005

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 registered investment adviser that has been SEC-registered since 2005 and is owned by an individual principal. The firm serves both individual/family clients and institutional/business clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and educational seminars or workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor and is not structured as a capital allocator. Dickmeyer Boyce was recognized on FA Magazine’s Top RIA Firms list in 2020.