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Boardwalk Financial Strategies LLC

● SEC registered since 2023CRD 165048SEC# 801-127667Hartland, WI
Export (members)
Reg. AUM
$175.6M
Employees
6
Accounts
592
Location
Hartland, WI

Boardwalk Financial Strategies LLC assets under management

Boardwalk Financial Strategies LLC is an SEC-registered investment adviser based in Hartland, WI. The firm has been registered since 2023. It reports $175.6 million in regulatory assets under management and employs 6 people.
www.facebook.com/boardwalkfsView on SEC.gov ↗

Boardwalk Financial Strategies LLC owners & executives

2 reported
NameTitleOwnershipSince
Heidi Marie Rodenbaugh ControlChief Compliance OfficerUnder 5%2023
Michael John Rodenbaugh ControlManaging MemberOver 75%2012

Frequently asked questions

How much does Boardwalk Financial Strategies LLC manage?

Boardwalk Financial Strategies LLC reports $175.6 million in regulatory assets under management on its Form ADV.

How many employees does Boardwalk Financial Strategies LLC have?

Boardwalk Financial Strategies LLC reports 6 employees.

Where is Boardwalk Financial Strategies LLC located?

Boardwalk Financial Strategies LLC is based in Hartland, WI and has been SEC-registered since 2023.

Does Boardwalk Financial Strategies LLC disclose fund performance?

Boardwalk Financial Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address128 Cottonwood Avenue, Hartland, WI 53029
Phone262-423-7552
Fax262-364-2057
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.3M
Non-discretionary$33.3M
Total (RAUM)$175.6M