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| Happy Holidays!! thanks for using AUM13F!! |
| Boardwalk Financial Strategies LLC
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|---|---|
| CRD # | 165048 |
| SEC # | 801-127667 |
| CIK # | |
| AUM | $175.6 M (2025-03-06) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 262-423-7552 |
| Address | 128 Cottonwood Avenue Hartland, WI 53029 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 11.8 |
| (b) Individuals (high net worth individuals) | 62 | 163.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 592 | 175.6 |
| By Discretionary | ||
| Discretionary | 470 | 142.3 |
| Non-Discretionary | 122 | 33.3 |
| Total | 592 | 175.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.6 | |
| Total | 592 | 175.6 |
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|---|---|---|
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FL | 0.2 |
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0.2 | |
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Cannon Beach Consultants Inc
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CA | 0.2 |
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Tandem Investment Partners LLC
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NJ | 0.2 |
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Lake Hills Wealth Management LLC
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TX | 0.2 |
|
Kahala Financial Advisors LLC
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HI | 0.2 |
|
Arbor Financial Planning LLC
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MI | 0.2 |