Boulevard Money

Overview

Boulevard Money is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. It charges fees as a percentage of assets under management and reports no active ESG investing program. The firm is not structured as a capital allocator and does not identify as a multi-state adviser. Advisory activity is concentrated on traditional planning and discretionary portfolio management rather than institutional consulting or related-adviser arrangements. Custodial relationships and the asset mix (see below) indicate a conventional retail-oriented investment approach rather than bespoke family-office infrastructure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices