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BOULEVARD FAMILY WEALTH
9465 Wilshire Blvd.
Suite 840
Beverly Hills, California 90212
Tel: 877-556-5550
About BOULEVARD FAMILY WEALTH
BOULEVARD FAMILY WEALTH, formally registered with the SEC as BOULEVARD FAMILY WEALTH. The firm was established in 03/31/2017. They have over 1 offices throughout the country.
BOULEVARD FAMILY WEALTH is a Beverly Hills, California based Financial Planning firm with nearly $844,952,540 assets under management, offering retirement planning & investment advisory services to 128 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285229 |
| SEC# | 801-110200 |
| Assets Managed by Firm | $844,952,540 |
| No. of Clients | 128 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 128 | $844,952,540 |
| High net worth individuals | 12 | $467,834,676 |
| Charitable organizations | 2 | $26,890,011 |
| Corporations or other businesses | 7 | $350,227,853 |
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