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BOREAL ADVISORS LLC
CRD 299618
929 OLD HIGHWAY 8 NW, SUITE 500, NEW BRIGHTON, MN, 55112, United States
Phone
651-432-4045
Fax
651-998-8982
Registration
— (—)
Source
State registered
Total AUM
$57.0M
Discretionary AUM
$47.8M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $25.2M |
| High net worth individuals | 15 | $31.8M |
All web addresses on file
Official SEC filing: View on IAPD