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Boulay Financial Advisors, LLC

● SEC registered since 2001CRD 111334SEC# 801-60141Eden Prairie, MN
Export (members)
Reg. AUM
$2.42B
Employees
44
Accounts
4,260
Location
Eden Prairie, MN

Boulay Financial Advisors, LLC assets under management

Boulay Financial Advisors, LLC operates as an SEC-registered investment adviser based in Eden Prairie, MN. The firm has been registered since 2001. It reports $2.4 billion in regulatory assets under management and employs 44 people.
www.facebook.com/company/boulaygroupView on SEC.gov ↗

Boulay Financial Advisors, LLC owners & executives

17 reported
NameTitleOwnershipSince
Bfa Holdings, LLCOwner25-50%2022
Boulay, PllpOwner50-75%2001
Catherine Ann Hogan ControlBoard Secretary, Chief Compliance Officer, Chief Operating OfficerUnder 5%2025
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Frequently asked questions

How much does Boulay Financial Advisors, LLC manage?

Boulay Financial Advisors, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Boulay Financial Advisors, LLC have?

Boulay Financial Advisors, LLC reports 44 employees.

Where is Boulay Financial Advisors, LLC located?

Boulay Financial Advisors, LLC is based in Eden Prairie, MN and has been SEC-registered since 2001.

Does Boulay Financial Advisors, LLC disclose fund performance?

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

Contact & registration

Address11095 Viking Drive, Suite 500, Eden Prairie, MN 55344
Phone952-893-9320
Fax952-893-3830
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2056342
Discloses disciplinary historyNo

Assets under management

Discretionary$2.34B
Non-discretionary$82.5M
Total (RAUM)$2.42B