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| Boulay Financial Advisors LLC
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| |
|---|---|
| CRD # | 111334 |
| SEC # | 801-60141 |
| CIK # | |
| AUM | $2.1 BB (2024-08-27) |
| Employees | 40 (68% Investors, 8% Brokers) |
| Phone | 952-893-9320 |
| Address | 11095 Viking Drive Eden Prairie, MN 55344 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 0.2 |
| (b) Individuals (high net worth individuals) | 467 | 1.9 |
| (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 | 9 | 0.0 |
| (h) Charitable organizations | 5 | 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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,878 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,526 | 2.0 |
| Non-Discretionary | 352 | 0.2 |
| Total | 3,878 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,878 | 2.1 |
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|---|---|---|
|
Strategic Blueprint LLC
✚
|
GA | 2.2 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
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IL | 2.1 |
|
Deschutes Investment Consulting LLC
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OR | 2.1 |
|
Bill FEW Associates Inc
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PA | 2.1 |
|
Equity Services Inc
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VT | 2.1 |
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SSB Wealth Management Inc
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VA | 2.1 |
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Ellevest Inc
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NY | 2.1 |
|
Truwealth Advisors LLC
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LA | 2.1 |
|
Garde Capital Inc
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|
WA | 2.1 |
|
Creative Financial Designs Inc
✚
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IN | 2.1 |