Blvd Private Wealth, LLC
Blvd Private Wealth, LLC (CRD# 310682) is a financial advisory firm headquartered in Prospect, KY. They manage $172,593,045 in 325 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management173MILLION
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Total Number of Accounts325ACCOUNTS
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Average Account Value$531,056
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IN, KY, TX
Financial Advisors at Blvd Private Wealth, LLC
1
Chris Brady (CRD# 6155615) is an Investment Advisor Representative working at Blvd Private Wealth, LLC in Prospect, KY and has over 11 years of experience in the finance industry.
2
Michael Brzezinski (CRD# 6110586) is an Investment Advisor Representative working at Blvd Private Wealth, LLC in Prospect, KY and has over 11 years of experience in the finance industry.
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