Boyle Management & Research Inc (Hendersonville)


Boyle Management & Research Inc is an adviser based in Hendersonville. It manages $1.47 million of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2001.

Boyle Management & Research provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boyle Management & Research: assets under management

The assets under management (AUM) of Boyle Management & Research Inc is $1.47 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.14 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Boyle Management & Research Inc for their services and products based on a percentage of assets under management. 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 Boyle Management & Research Inc

Michael John Boyle has been acting as President since 1 Nov 1998. Joanne Elizabeth Boyle joined the executive team most recently as the President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Michael John Boyle Chairman 1 Nov 1998 50% - 75% 4432422
Joanne Elizabeth Boyle President 1 Nov 1998 50% - 75% 4432423

Based in Hendersonville

The principal office where Boyle Management & Research Inc performs its advisory services is located at 1401 Woodsong Drive, Hendersonville, NC 28791, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-693-0800. The normal business hours are 9 am to 5 pm on Monday - Friday.