Boardwalk Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 150487
- Website
- www.boardwalkcm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.97%
- Pension & Profit Sharing Plans4.07%
- Individuals1.68%
- Charitable Organizations1.29%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Boardwalk Capital Management, Inc. operates as a corporation focused on providing investment advisory services. The firm caters to a diverse client base, including individuals, families, and institutional investors. Its primary activities involve portfolio management for individuals and small businesses, along with the selection of other advisers. Boardwalk Capital Management does not actively engage in ESG investing and is not classified as a multi-state adviser. The firm operates under a fee structure based on a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities30%
- Private Funds17%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
2 of 2
Mary Sadler
OfficerCRD 5669584
Brian Sadler
Founder and PresidentCRD 5146402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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