BLOOMINGTON, MNCRD 164423Latest ADV April 22, 2026
Boulevard is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated April 22, 2026, reports $119M in regulatory assets under management, 5 employees, and 858 accounts.
Assets Under Management
$119M
Employees
5
Offices
--
Total Clients
268
Primary office
BLOOMINGTON, MN
7825 WASHINGTON AVENUE, SUITE 100, BLOOMINGTON, MN, United States
Top client segmentIndividuals represent 85.4% of total clients.
Top client categories% of clientsClients
1
Individuals
85.4%
229
2
HNWI
13.8%
37
3
Pension Plans
0.7%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$119Mas of April 22, 2026
Discretionary98.3%
$117M
98% of total RAUM98.3%
Non-discretionary1.7%
$2M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$119M
Total Accounts858
10Y AUM Change+$7M (+5.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.