Boardwalk Financial Strategies LLC

Overview

Boardwalk Financial Strategies LLC is an independent, individually owned registered investment adviser that serves individual and family clients. The firm provides financial planning and discretionary portfolio management specifically geared toward individuals and small businesses. Its compensation model combines a percentage-of-assets-under-management fee with the option for hourly charges. Boardwalk does not identify itself as an active ESG investor and, per available records, operates on a single-state basis. Boardwalk registered with the SEC in 2023 and is structured as a limited liability company. The firm is not a capital allocator in the sense of running an external fund platform and does not list pension consulting or related-adviser arrangements among its activities.

Assets & Accounts

Public Holdings

Investments & Alternatives