1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BOULAY FINANCIAL ADVISORS, LLC

Map pinEDEN PRAIRIE, MN
Phone952-893-9320
NotebookSEC #801-60141
Total AUM
$2.4B
Employees
44
Clients
1,135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11095 VIKING DRIVE
SUITE 500
EDEN PRAIRIE
MN 55344
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
952-893-9320
Other Offices
1

ReceiptFinancials

Total AUM
$2.4B
Accounts
4,260
Discretionary
$2.3B
Accounts
4,013
Non-Discretionary
$82.5M
Accounts
247

ContactClients

View more in analytics →

Individual Clients
572
AUM
$235.6M
HNW Individual Clients
534
AUM
$2.1B
Pension/Profit Sharing Plan Clients
8
AUM
$13M
Charitable Organization Clients
5
AUM
$9.6M
Corporation or Business Clients
16
AUM
$20.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SELECTION OF OTHER ADVISERS FOR TPM PLATFORM
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILMIMNNENYORSDTXVAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account