Blvd Private Wealth, Llc

Blvd Private Wealth, Llc

Prospect, Kentucky

5.0

1 Review

BLVD PRIVATE WEALTH, LLC is a small investment advisory firm headquartered in Prospect, KY, with one office. With a total of four dedicated professionals, three of whom specialize in providing investment advisory services, BLVD Private Wealth offers comprehensive financial solutions to individuals and organizations alike. Their team of experienced advisors includes Margaret Pape, Timothy Logsdon, and Chris Brady, who have been with the firm for a considerable length of time, contributing to its stability and expertise. With an average of $92,630,000 in assets under management per investment advisor, BLVD Private Wealth's performa...see more

Assets Under Mgmt

$113.87M

Investment Professionals

3

Locations

0

% 401K & Individual

18%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Reviews for Blvd Private Wealth, Llc

Loading...

This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”

Connect with a local financial advisor

By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.

Contact Info

Visit Website