← Back to searchVisit website
BOULAY WEALTH
BOULAY FINANCIAL ADVISORS, LLC
CRD 111334 · SEC 801-60141
11095 VIKING DRIVE, SUITE 500, EDEN PRAIRIE, MN, 55344, United States
Phone
952-893-9320
Fax
952-893-3830
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.42B
Discretionary AUM
$2.34B
Team
44 total employees; 32 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-08-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsSELECTION OF OTHER ADVISERS FOR TPM PLATFORM
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 572 | $235.6M |
| High net worth individuals | 534 | $2.14B |
| Pension/profit sharing plans | 8 | $13.0M |
| Charitable organizations | 5 | $9.6M |
| Corporations/business entities | 16 | $20.9M |
States served
AZ, CA, CO, GA, IL, IA, MI, MN, NE, NY, OR, VA, WI, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD