Company Information

Get to know Boudreau Consulting LLC

Boudreau Consulting LLC is an independent, fee-only Registered Investment Advisor (RIA) based in Danvers, Massachusetts. Founded by Marc Boudreau, the firm operates as a fiduciary, committed to providing personalized financial planning and investment management services tailored to individual client needs. Their core mission is to help clients achieve their financial goals through objective advice and disciplined investment strategies, covering areas such as retirement planning, portfolio management, and comprehensive financial analysis.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Boudreau Consulting LLC

United States

Founded in

1997 (29 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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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.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.