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Boulevard Family Wealth
United States
11 Jul 2017 (8 Years)
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What are the differences in regulations for each
License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know Boulevard Family Wealth
Company Information
Get to know Boulevard Family Wealth
Boulevard Family Wealth is an exclusive independent Registered Investment Advisor located in Beverly Hills catering to ultra-affluent individuals, multi-generational families and sophisticated entrepreneurs. Founded by Matthew Celenza and staffed by a service-minded team of professionals, Boulevard distinguishes itself by the depth and permanence of the relationships we build with our clients. We are fully committed to delivering the highest quality service in fulfilling our clients’ every need. We recognize that a holistic approach to helping manage and simplify your life enhances our ability to successfully maintain, plan and grow your complete financial profile. We built our firm to provide a comprehensive array of family office services for clients especially challenged by multi-generational wealth management issues as well as global and multi-jurisdictional business concerns. We have a particular expertise working with first generation wealth, who have achieved success as entrepreneurs and business owners in real estate, technology, private equity, as well as the arts and entertainment fields throughout Los Angeles and the West Coast.
Industry
- Financial Other ServicePRIMARY
- Financial Wealth Management
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