BOULEVARD FAMILY WEALTH SERVICES, LLC

BOULEVARD FAMILY WEALTH SERVICES, LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 327643). Regulatory assets under management: $2.5M.

Registration

• CRD: 327643
• SEC file number: 801-128610
• Type: Registered investment adviser
• Location: 9465 WILSHIRE BLVD., SUITE 840, BEVERLY HILLS, CA, 90212
• Phone: 877-556-5550
• Latest filing: 2024-01-23
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 5
• Accounts: 2

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327643 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search