Boulder View Capital
Boulder View Capital (CRD# 301627) is a financial advisory firm headquartered in , . They manage $1,000,000 in 4 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Boulder View Capital
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$250,000
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, VA
Financial Advisors at Boulder View Capital
1
David Feldman (CRD# 1854951) is an Investment Advisor Representative working at Boulder View Capital in Ashburn, VA and has over 31 years of experience in the finance industry.
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