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.
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 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.
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.
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.
You can reach the main office by calling the phone number 260-436-2051 or by fax 260-436-2536. The normal business hours are 8 am to 5 pm on Monday - Friday.