Dickmeyer Boyce Financial Managment, Inc. (Fort Wayne)

Dickmeyer Boyce Financial Managment, Inc. is a large advisory firm based in Fort Wayne. It manages $54 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Indiana and Vermont.

Dickmeyer Boyce Financial Managment provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dickmeyer Boyce Financial Managment: assets under management

The assets under management (AUM) of Dickmeyer Boyce Financial Managment, Inc. is $54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $551.02 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dickmeyer Boyce Financial Managment, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dickmeyer Boyce Financial Managment, Inc.

David A. Dickmeyer has been acting as President since 1 Nov 2002. Ian Da Costa Boyce joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David A. Dickmeyer	President	1 Nov 2002	75% - 100%	4367061
David Andrew Dickmeyer	President	1 Nov 2002	50% - 75%	4367061
Ian Da Costa Boyce	Vice president	1 Feb 2004	50% - 75%	4367058

Based in Fort Wayne

The principal office where Dickmeyer Boyce Financial Managment, Inc. performs its advisory services is located at 6510 Constitution Drive, Fort Wayne, IN 46804, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.