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| Boulay Financial Advisors LLC
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|---|---|
| CRD # | 111334 |
| SEC # | 801-60141 |
| CIK # | 0002056342 |
| AUM | $2.4 B (2025-08-29) |
| Employees | 44 (73% Investors, 7% Brokers) |
| Phone | 952-893-9320 |
| Address | 11095 Viking Drive Eden Prairie, MN 55344 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 572 | 0.2 |
| (b) Individuals (high net worth individuals) | 534 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,260 | 2.4 |
| By Discretionary | ||
| Discretionary | 4,013 | 2.3 |
| Non-Discretionary | 247 | 0.1 |
| Total | 4,260 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 4,260 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056342] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hilltop Securities Inc
✚
|
TX | 2.5 |
|
Alphastar Capital Management LLC
✚
|
NC | 2.5 |
|
Bankers Life Advisory Services Inc
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IL | 2.5 |
|
Oxbow Advisors LLC
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TX | 2.5 |
|
Everhart Financial Group Inc
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OH | 2.5 |
|
Howe and Rusling Inc
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NY | 2.4 |
|
EFS Advisors LLC
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|
MN | 2.4 |
|
American Century Investments Private Client Group Inc
✚
|
MO | 2.3 |
|
Magnus Financial Group LLC
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|
NY | 2.3 |
|
Capita Financial Network LLC
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|
UT | 2.3 |