Boniface Portfolio Consulting, Inc. (Pittsburgh)

Boniface Portfolio Consulting, Inc. is an adviser based in Pittsburgh. It manages $21.45 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Maryland, Ohio, and Pennsylvania.

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

Boniface Portfolio Consulting: assets under management

The assets under management (AUM) of Boniface Portfolio Consulting, Inc. is $21.45 million. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.72 million in discretionary accounts and $13.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.72 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $311.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boniface Portfolio Consulting, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boniface Portfolio Consulting, Inc.

Boniface Portfolio Consulting, Inc. is owned by Jack Robert Dyer. Mariacarla Devlin has been acting as President since 1 Sep 1994. Raymond John Boniface joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mariacarla Devlin	President/chief compliance officer	1 Sep 1994	50% - 75%	2150928
Jack Robert Dyer	Owner	1 Sep 1994	Other	712387
Raymond John Boniface	Owner	1 Sep 1994	Other	4633634
Phyllis Marie Steele	Owner	1 Sep 1994	Other	4633638

Based in Pittsburgh

The principal office where Boniface Portfolio Consulting, Inc. performs its advisory services is located at 261 Jefferson Drive, Pittsburgh, PA 15228, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.