BOARDWALK FINANCIAL STRATEGIES LLC
CRD #165048 SEC #801-127667 HARTLAND, WI 262-423-7552
SEC Registered
Total AUM
$175.6M
Discretionary
$142.3M
Employees
6
Clients
10
Accounts
592
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $175.6M | $142.3M | $33.3M | 6 | 1 |
| Sep 2024 | $142.3M | $113.3M | $29M | 5 | 1 |
| Mar 2024 | $142.3M | $113.3M | $29M | 5 | 1 |
| Sep 2023 | $114.4M | $106.6M | $7.8M | 5 | 1 |
| Mar 2023 | $114.4M | $106.6M | $7.8M | 5 | 1 |
| Mar 2023 | $114.4M | $106.6M | $7.8M | 5 | 1 |
| Mar 2023 | $114.4M | $106.6M | $7.8M | 5 | 1 |
DateMar 2025
Total AUM$175.6M
Discretionary$142.3M
Non-Disc.$33.3M
Employees6
Clients1
DateSep 2024
Total AUM$142.3M
Discretionary$113.3M
Non-Disc.$29M
Employees5
Clients1
DateMar 2024
Total AUM$142.3M
Discretionary$113.3M
Non-Disc.$29M
Employees5
Clients1
DateSep 2023
Total AUM$114.4M
Discretionary$106.6M
Non-Disc.$7.8M
Employees5
Clients1
DateMar 2023
Total AUM$114.4M
Discretionary$106.6M
Non-Disc.$7.8M
Employees5
Clients1
DateMar 2023
Total AUM$114.4M
Discretionary$106.6M
Non-Disc.$7.8M
Employees5
Clients1
DateMar 2023
Total AUM$114.4M
Discretionary$106.6M
Non-Disc.$7.8M
Employees5
Clients1