Boreal Advisors LLC

Overview

Boreal Advisors LLC is an independent, Minnesota-registered limited liability company that operates as a small, individually owned RIA. The firm focuses on serving individuals and families and offers financial planning and portfolio management services, including work with small-business clients. Compensation is by percentage of assets under management and by fixed fees. Filings indicate no active ESG investing program, the firm is not a capital allocator or pension consultant, and it does not operate as a multi-state adviser or related adviser. Boreal lists an affiliation with an insurance company, suggesting a connection to insurance products or distribution channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices