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Home > Retirement Planners > kentucky > prospect > BLVD PRIVATE WEALTH, LLC
BLVD PRIVATE WEALTH, LLC
10515 Meeting Street
Suite 101
Prospect, Kentucky 40059
Tel: (502) 805-5820
About BLVD PRIVATE WEALTH, LLC
BLVD PRIVATE WEALTH, LLC, formally registered with the SEC as BLVD PRIVATE WEALTH, LLC. The firm was established in 10/03/2022. They have over 1 offices throughout the country.
BLVD PRIVATE WEALTH, LLC is a Prospect, Kentucky based Financial Planning firm with nearly $174,459,010 assets under management, offering retirement planning & investment advisory services to 365 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310682 |
| SEC# | 801-126683 |
| Assets Managed by Firm | $174,459,010 |
| No. of Clients | 365 |
| 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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 365 | $174,459,010 |
| Individuals (other than high net worth individuals) | 102 | $63,644,799 |
| High net worth individuals | 25 | $110,683,327 |
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