BOARDWALK FINANCIAL STRATEGIES LLC is a Delafield, Wisconsin based financial advisory firm with nearly $114,400,000 in assets under management and provides investment advisory services for 446 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 165048 | |
| SEC#: | 801-127667 | |
| Assets under Management: | $114,400,000 | |
| No. of Clients: | 446 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| HARBOUR INVESTMENTS, INC. | 19258 | 801-29185 | 28573 | 219 | $4,468,811,819 |
| ANNEX WEALTH MANAGEMENT, LLC | 127987 | 801-63505 | 17141 | 114 | $4,833,150,360 |
| NICOLET WEALTH MANAGEMENT | 283940 | 801-108012 | 10191 | 58 | $2,930,862,255 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | 801-119352 | 3569 | 37 | $4,800,233,228 |
| DANA INVESTMENT ADVISORS INC | 105879 | 801-14828 | 3269 | 53 | $4,427,776,044 |
| NORTH STAR ASSET MANAGEMENT INC | 106489 | 801-52034 | 3098 | 18 | $2,324,356,049 |
| PEGASUS PARTNERS | 175206 | 801-81049 | 2983 | 21 | $2,452,419,607 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | 801-62562 | 779 | 19 | $2,425,678,000 |
| JOHN F SUBY WEALTH MANAGEMENT LLC | 150824 | 801-70434 | 322 | 5 | $1,750,916,698 |
| REINHART PARTNERS, LLC | 106432 | 801-40278 | 290 | 19 | $1,613,276,781 |
| KELLOGG ASSET MANAGEMENT, LLC | 150031 | 801-70113 | 116 | 11 | $2,172,239,299 |
| HEARTLAND ADVISORS, INC. | 29433 | 801-19074 | 93 | 27 | $1,691,154,945 |
| MADISON ASSET MANAGEMENT | 130874 | 801-62992 | 50 | 96 | $3,920,106,732 |
| MASON WELLS, INC. | 173069 | 801-80473 | 6 | 20 | $1,936,451,188 |
| HAMMES REALTY ADVISORS, LLC | 165693 | 801-78676 | 5 | 34 | $1,509,379,344 |