This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2009
- Office Locations
- 1
Office Locations
About Boardwalk Capital Management, Inc.
Boardwalk Capital Management is an Atlanta-based RIA focused on sustainable and impact investing for values-driven investors. With 30+ years of investment experience, it delivers sustainable investment management and comprehensive financial planning, including retirement and education planning and tax-advantaged plans for business owners. Portfolios commonly use public funds and ETFs, with select private funds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN SCOTT SADLER
Founder, President
- CRD
- #5146402
- Ownership
- 10% but less than 25%
MARY H SADLER
Owner, Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,280,000 | -- |
| Non-Discretionary | $2,300,000 | -- |
| Total | $56,580,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing