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Building 2BOULEVARD FAMILY WEALTH SERVICES, LLC

Map pinBEVERLY HILLS, CA
Phone877-556-5550
NotebookSEC #801-128610
Total AUM
$2.5M
Employees
5
Clients
1

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
$2.5M
Accounts
2
Discretionary
$2.5M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$2.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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