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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