Boundless Advice LLC
Boundless Advice LLC (CRD# 289915) is a financial advisory firm headquartered in , . They manage $13,365,744 in 67 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Boundless Advice LLC
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts67ACCOUNTS
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Average Account Value$199,489
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Boundless Advice LLC
1
Yves-marc Courtines (CRD# 2539940) is an Investment Advisor Representative working at Boundless Advice LLC in Manhattan Beach, CA and has over 26 years of experience in the finance industry.
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