Boulevard Family Wealth

Boulevard Family Wealth (CRD# 285229) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $844,952,540 in 128 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9465 Wilshire Blvd., Suite 840, Beverly Hills, CA 90212
http://www.boulevardfw.com
By the Numbers
  • Total Assets Under Management
    845
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $6,601,192
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Boulevard Family Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Celenza, financial advisor Beverly Hills CA
Matthew J. Celenza
CRD#: 2084613
9465 Wilshire Blvd., Suite 840, Beverly Hills, CA 90212

Matthew Celenza (CRD# 2084613) is an Investment Advisor Representative working at Boulevard Family Wealth in Beverly Hills, CA and has over 28 years of experience in the finance industry.

2
Shannon McLaughlin, financial advisor Beverly Hills CA
Shannon K. McLaughlin
CRD#: 1518897
9465 Wilshire Blvd., Suite 840, Beverly Hills, CA 90212

Shannon McLaughlin (CRD# 1518897) is an Investment Advisor Representative working at Boulevard Family Wealth in Beverly Hills, CA and has over 27 years of experience in the finance industry.

3
Andrea Shieh, financial advisor Beverly Hills CA
Andrea Shieh
CRD#: 4819787
9465 Wilshire Blvd., Suite 840, Beverly Hills, CA 90212

Andrea Shieh (CRD# 4819787) is an Investment Advisor Representative working at Boulevard Family Wealth in Beverly Hills, CA and has over 17 years of experience in the finance industry.

4
Miles Stackpool, financial advisor Beverly Hills CA
Miles I. Stackpool
CRD#: 6965415
9465 Wilshire Blvd., Suite 840, Beverly Hills, CA 90212

Miles Stackpool (CRD# 6965415) is an Investment Advisor Representative working at Boulevard Family Wealth in Beverly Hills, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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