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BOARDWALK FINANCIAL STRATEGIES LLC
128 Cottonwood Avenue
Hartland, Wisconsin 53029
Tel: 262-423-7552
About BOARDWALK FINANCIAL STRATEGIES LLC
BOARDWALK FINANCIAL STRATEGIES LLC, formally registered with the SEC as BOARDWALK FINANCIAL STRATEGIES LLC. The firm was established in 04/28/2023. They have over 1 offices throughout the country.
BOARDWALK FINANCIAL STRATEGIES LLC is a Hartland, Wisconsin based Financial Planning firm with nearly $142,300,000 assets under management, offering retirement planning & investment advisory services to 547 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165048 |
| SEC# | 801-127667 |
| Assets Managed by Firm | $142,300,000 |
| No. of Clients | 547 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 547 | $142,300,000 |
| Individuals (other than high net worth individuals) | 32 | $15,000,000 |
| High net worth individuals | 55 | $127,300,000 |
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