Boulegeris Investments, Inc.

Boulegeris Investments, Inc. (CRD# 125095) is a financial advisory firm headquartered in Atlanta, GA. They manage $160,110,637 in 289 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $554,016
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, LA, TX

Financial Advisors at Boulegeris Investments, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Michael G. Boulegeris
CRD#: 2411265
3400 Peachtree Road Ne, Suite 1049, Atlanta, GA 30326
93
Wealthminder
score

Michael Boulegeris (CRD# 2411265) is an Investment Advisor Representative working at Boulegeris Investments, Inc. in Atlanta, GA and has over 23 years of experience in the finance industry.

2
Bradley S. Capinas
CRD#: 1442854
141 North Street, Suite C, Healdsburg, CA 95448
93
Wealthminder
score

Bradley Capinas (CRD# 1442854) is an Investment Advisor Representative working at Boulegeris Investments, Inc. in Healdsburg, CA and has over 30 years of experience in the finance industry.

3
Daniel C. Sullivan
CRD#: 5862095
3400 Peachtree Road, Ne, Suite 1049, Atlanta, GA 30326
93
Wealthminder
score

Daniel Sullivan (CRD# 5862095) is an Investment Advisor Representative working at Boulegeris Investments, Inc. in Atlanta, GA and has over 6 years of experience in the finance industry.

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