Boulevard Money
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 316466
- Website
- www.boulevardmoney.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals61.17%
- HNWI38.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Boulevard Money is an independent registered investment advisor organized as an LLC that focuses on individual and family clients. The firm delivers financial planning and portfolio management services, including work for small-business owners, and charges clients on a percentage-of-assets-under-management basis. Boulevard Money does not present itself as a multi-state adviser, does not emphasize ESG investing, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds5%
Contacts
1 of 1
William Jones
Wealth ManagerCRD 6705234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 4235 Hillsboro Pike
- Time zone
- CT (UTC-6)
- Office locations
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