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BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048 · SEC 801-127667
128 COTTONWOOD AVENUE, HARTLAND, WI, 53029, United States
Phone
262-423-7552
Fax
262-364-2057
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.6M
Discretionary AUM
$159.1M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $8.9M |
| High net worth individuals | 67 | $188.7M |
States served
IL, WI
All web addresses on file
Official SEC filing: View on IAPD