BOULEVARD FAMILY WEALTH SERVICES, LLC
CRD #327643 SEC #801-128610 BEVERLY HILLS, CA 877-556-5550
SEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
Employees
5
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $2.5M | $2.5M | $0 | 5 | 0 |
| Dec 2023 | $2.5M | $2.5M | $0 | 5 | 0 |
| Nov 2023 | $2.5M | $2.5M | $0 | 4 | 0 |
| Sep 2023 | $0 | $0 | $0 | 4 | 0 |
| Aug 2023 | $0 | $0 | $0 | 4 | 0 |
| Aug 2023 | $0 | $0 | $0 | 4 | 0 |
| Jul 2023 | $0 | $0 | $0 | 4 | 0 |
| Jul 2023 | $0 | $0 | $0 | 4 | 0 |
DateJan 2024
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0