$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2020
- Office Locations
- 1
Office Locations
341 E Huron ST Suite #3 ANN Arbor MI
About Boardwalk Wealth Management
Boardwalk Wealth Management is an Ann Arbor-based RIA providing investment management and holistic financial planning for busy professionals, including small business owners (often healthcare practitioners), affluent families, and pre-retirees/retirees. Offers risk, college, and cash-flow planning plus company 401(k) plan design and participant education; portfolios are primarily ETF-based and can be custodied at Charles Schwab.
Team overview
29 AVG AGE
$1.8M AVG AUM / ADVISOR
$110.0K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
F
Fadi Issa
Advisor, Chief Compliance Officer
- CRD
- #6773747
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,760,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,760,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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