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Building 2BOARDWALK FINANCIAL STRATEGIES LLC

Map pinHARTLAND, WI
Phone262-423-7552
NotebookSEC #801-127667
Total AUM
$197.6M
Employees
6
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
128 COTTONWOOD AVENUE
HARTLAND
WI 53029
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
262-423-7552

ReceiptFinancials

Total AUM
$197.6M
Accounts
593
Discretionary
$159.1M
Accounts
467
Non-Discretionary
$38.5M
Accounts
126

ContactClients

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Individual Clients
18
AUM
$8.9M
HNW Individual Clients
67
AUM
$188.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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