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Boulevard

EST. AUM
$119,494,387

CONTACTS
2

CLIENT ACCOUNTS
858

Firm Details

Metro area Minneapolis
CRD Number 164423
Website boulevardwealth.com
Client types

Overview

Boulevard Wealth Management, Inc. is an investment adviser (RIA) registered with the States of Minnesota, offering advisory services since 2008. As an RIA, it provides discretionary and non-discretionary portfolio management, financial planning, and strategic advisory services under a fiduciary duty to act in clients’ best interests. The firm manages client assets according to personalized goals, risk tolerance, and long-term strategy, and also holds insurance licensing in several states to support holistic planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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