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Privacy Policy

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect and share depends on the product or service you have with us. This information can include:

  • Social Security number and income
  • Account balances and assets; and
  • Transaction history.

All financial companies need to share customers’ personal information to perform their services and run their everyday business. In the section below, we list the reasons financial companies and Boerum Hill Financial Advisors LLC can share its customers’ personal information; and whether you can limit this sharing. We can share your personal information (1) for our everyday business purposes, such as to process your transactions, maintain your account(s) or to respond to court orders and legal investigations; and (2) for our marketing purposes— to offer our products and services to you.

Boerum Hill Financial Advisors LLC collects non‐public personal information about you for example, when you:

  • Open an account;
  • Deposit money;
  • Seek advice about your investments;
  • Enter into an investment advisory contract; and
  • Tell us about your investment or retirement portfolio or earnings.

We are committed to protecting your privacy and your nonpublic personal information. We do not sell or market your nonpublic personal information to unaffiliated organizations. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information. We hold our employees to strict standards of conduct regarding confidentiality, and employees who violate our Privacy Policy are subject to disciplinary process. We restrict access to your information to those employees who need to know that information to carry out their duties.

We do not disclose any nonpublic personal information about our clients or former clients without the client’s authorization, except as permitted by law. We may disclose the non‐public information we collect to employees and affiliates, and unaffiliated third parties as permitted by law. Third parties may include law enforcement agencies, government and regulatory authorities, and professionals such as our legal counsel and auditors.

  • Created on .

3033 Campus Drive, Suite N145
Plymouth, MN 55441

Contact

  • Phone:

    763.432.7875

  • E-Mail:

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