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Building 2BOULEVARD FAMILY WEALTH

Map pinBEVERLY HILLS, CA
Phone877-556-5550
NotebookSEC #801-110200
Total AUM
$933M
Employees
5
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9465 WILSHIRE BLVD.
SUITE 840
BEVERLY HILLS
CA 90212
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
877-556-5550

ReceiptFinancials

Total AUM
$933M
Accounts
142
Discretionary
$933M
Accounts
142
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$959.5K
HNW Individual Clients
10
AUM
$548.8M
Charitable Organization Clients
2
AUM
$27.2M
Corporation or Business Clients
5
AUM
$356M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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