BOARDWALK FINANCIAL STRATEGIES LLC
SEC Form ADV profile.
Total regulatory AUM
$197,600,000
Discretionary
$159,110,000
Non-discretionary
$38,490,000
Firm details
- CRD number
- 165048
- SEC file number
- 801-127667
- Main office
- HARTLAND, WI, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.