B
$17.8M Total AUM
$17.8M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-08-2017
- Office Locations
- 1
Office Locations
-- Manhattan Beach CA
About Boundless Advice LLC
Boundless Advice LLC is a Manhattan Beach, CA registered investment adviser serving business owners and other clients with financial planning, tax and estate planning, insurance guidance, and portfolio construction. The firm emphasizes asset allocation and active management, building portfolios with public funds and ETFs alongside U.S. government/agency fixed income, custodied at Charles Schwab.
Team overview
48 AVG AGE
$17.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Eagle signal Peak unison Crest
Client Personas
Prime delta
Investment Themes
Vital Peak radial
Investment Vehicles
North
Services
Alpha Harbor glacier Matrix Peak prime Catalyst horizon Timber radial
Owner & Executives
Y
YVES-MARC COURTINES
Chief Compliance Officer, PRINCIPAL
- CRD
- #2539940
- Ownership
- 75% or more
(315) 538-7993
prime.optima@frontiercapital.com
in linkedin.com/in/zenith-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,810,034 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,810,034 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,810,034
Public Funds:
8.6% Equity - Exchange:
24.3% U.S. Government/Agency:
46.1% Cash:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $299,188,078 | 8.6% |
| Equity - Exchange | $845,380,268 | 24.3% |
| U.S. Government/Agency | $1,603,787,256 | 46.1% |
| Cash | $730,575,540 | 21.0% |
| Total | $3,478,931,142 | 100.0% |