BOULAY WEALTH

RIASEC RegisteredEst. 2001

Total AUM

$2.4B

Discretionary

$2.3B

97% of AUM

Avg account

$568K

Accounts

4,260

Employees

Advisory reps

Firm details

Headquarters: EDEN PRAIRIE, Minnesota
CRD number: 111334
Registered since: April 17, 2001
Website: www.boulaygroup.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.47%
Individuals9.73%
Corporations / Businesses0.86%
Pension & Profit Sharing Plans0.54%
Charitable Organizations0.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Boulay Wealth is an independent registered investment adviser that has been SEC-registered since 2001 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator and a provider of portfolio management and financial planning. Its advisory scope includes portfolio management for individuals, small businesses, and institutions, selection of other advisers, pension consulting services and educational workshops. Boulay Wealth also acts as an insurance broker and maintains professional relationships with accountants, law firms and insurance companies. The firm does not identify as an active ESG investor and is not organized as a multi-state or newly formed adviser.