BOUNDLESS ADVICE LLC

BOUNDLESS ADVICE LLC is an SEC-registered investment adviser (CRD 289915). Regulatory assets under management: $17.8M.

Registration

• CRD: 289915
• Type: Registered investment adviser
• Phone: 347-744-9252
• Latest filing: 2026-03-18
• Regulatory AUM: $17.8M
• Discretionary AUM: $17.8M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289915 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search