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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex capitalHorizon +more
- Established Date
- 01-30-2019
- Office Locations
- 1
Office Locations
About Boreal Advisors LLC
Boreal Advisors is a Minnesota-based boutique RIA providing holistic financial planning (budgeting, retirement, education, home purchase, tax and insurance considerations) alongside discretionary investment management. Portfolios emphasize diversification and disciplined, time-tested strategies, typically implemented with ETFs and mutual funds through active asset allocation and risk management. Custodies client assets at Charles Schwab and is owner-led by Luke Johnson.
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Owner & Executives
LUKE THOMAS JOHNSON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5550751
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,800,000 | -- |
| Non-Discretionary | $9,200,000 | -- |
| Total | $57,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,898,821,033 | 30.1% |
| Equity - Exchange | $2,674,751,223 | 42.4% |
| Cash | $1,734,803,269 | 27.5% |
| Total | $6,308,375,525 | 100.0% |