Boulevard - Investment Advisers

About Boulevard

Boulevard Wealth Management, Inc. is an investment adviser headquartered in Bloomington, Minnesota, and is one of the investment advisers in Minnesota on record. The firm traces its origins to 2010, when its founders set out to bring a team-based, multi-family office approach to financial planning for families in the state. Its regulatory assets under management are reported at $119.49 million, and the firm has five employees. The firm states that it has followed a fiduciary standard since it began advising clients. Its growth includes a 2013 merger with Alpha Investment Advisors, a firm founded in 1996, and a 2014 combination with Villars Midwest, an insurance agency, which added insurance and risk-transfer work to its planning and portfolio management services. Its clients have included young professionals, business owners, people approaching or in retirement, and families planning their estates for future generations. Advisers at the firm coordinate across investments, tax, insurance and planning rather than working in separate silos. The firm is also listed in the directory of US investment advisers. Note: Only two link slots were provided, so the text uses both. The 3-to-5 link requirement could not be met without inventing URLs.

Key Facts

Assets Under Management

$119.49M

Employees

5

SEC File Number

801-134380