BOULAY FINANCIAL ADVISORS, LLC

11095 Viking Drive
Suite 500
Eden Prairie, Minnesota 55344
Tel: 952-893-9320

About BOULAY FINANCIAL ADVISORS, LLC

BOULAY FINANCIAL ADVISORS, LLC, formally registered with the SEC as BOULAY FINANCIAL ADVISORS, LLC. The firm was established in 04/17/2001. They have over 2 offices throughout the country.

BOULAY FINANCIAL ADVISORS, LLC is a Eden Prairie, Minnesota based Financial Planning firm with nearly $2,126,764,950 assets under management, offering retirement planning & investment advisory services to 3878 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111334
SEC#	801-60141
Assets Managed by Firm	$2,126,764,950
No. of Clients	3878
No. of Advisors	40

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (SELECTION OF OTHER ADVISERS FOR TPM PLATFORM)

Firm Client Information

	No. of Clients	AUM
Firm Total	3878	$2,126,764,950
Individuals (other than high net worth individuals)	566	$220,168,236
High net worth individuals	467	$1,865,106,208
Pension and profit sharing plans	9	$15,321,990
Charitable organizations	5	$9,965,357
Corporations or other businesses	9	$16,203,159

More Retirement Planning firms in Eden Prairie, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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