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BOULEVARD FAMILY WEALTH

Tel: 877-556-5550
9465 Wilshire Blvd.
Suite 840
Beverly Hills, California  90212

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BOULEVARD FAMILY WEALTH

BOULEVARD FAMILY WEALTH is a Beverly Hills, California based financial advisory firm with nearly $844,952,540 in assets under management and provides investment advisory services for 128 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

285229

SEC#:

801-110200

No. of Clients:

128

Assets under Management

$844,952,540

No. of Advisors:

5

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