Assets Under Management
$933.0M
Number of Clients
19
Number of Advisors
N/A
Average Client AUM
$49.1M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
CA Family Wealth, LLC dba Boulevard Family Wealth provides asset management and investment consulting services to individuals and other clients. They work to understand client objectives and educate them about their process. They utilize Dynasty Financial Partners for operational and back office support.
9465 Wilshire Blvd., Suite 840, Beverly Hills, CA, 90212