BOARDWALK FINANCIAL STRATEGIES LLC
Tel: 262-423-7552 128 Cottonwood Avenue Hartland, Wisconsin 53029
About BOARDWALK FINANCIAL STRATEGIES LLC
BOARDWALK FINANCIAL STRATEGIES LLC is a Hartland, Wisconsin based financial advisory firm with nearly $142,300,000 in assets under management and provides investment advisory services for 547 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
165048
Firm SEC#:
801-127667
Assets Under Management:
$142,300,000
No. of Clients:
547
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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