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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-04-2012
- Office Locations
- 1
Office Locations
About Boardwalk Financial Strategies LLC
Boardwalk Financial Strategies is a fee-only, independent fiduciary RIA providing integrated financial planning and ongoing, high-touch wealth management beyond the portfolio. The firm works with families, individuals, and business owners (typically $2M+ investable assets) and implements goals-based asset allocation using primarily public funds and some ETFs. Primary custodian: Charles Schwab.
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Owner & Executives
MICHAEL JOHN RODENBAUGH
Advisor, Managing Member
- CRD
- #5115587
- Ownership
- 75% or more
HEIDI MARIE RODENBAUGH
Chief Compliance Officer, Founder
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRITTANY LYNN FALKNER
Wealth Manager
- CRD
- #6501621
Colbey Jordan Grisar
--
- CRD
- #8117764
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,110,000 | $340,707 |
| Non-Discretionary | $38,490,000 | $305,476 |
| Total | $197,600,000 | $333,221 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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