BOULEVARD MONEY

Overview

Boulevard Money LLC is an independent, owner-operated registered investment adviser that focuses on individuals and families, with services geared toward financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and manages client relationships on a discretionary basis. Investment activity centers on equity exposure — the firm has a stated preference for exchange-traded equities — complemented by mutual funds and targeted allocations to real estate as an alternative. Boulevard Money is not positioned as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor. Portfolio construction at Boulevard Money appears to follow a compact, equity-first approach, using liquid, exchange-traded vehicles as the core holding for client accounts and layering in third-party alternative real estate exposure where appropriate. The adviser’s small scale suggests a hands-on, relationship-driven model with customization for individual client needs rather than broad institutional product management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices