Overview

Assets Under Management: $836 million
Headquarters: ARLINGTON, VA
High-Net-Worth Clients: 129
Average Client Assets: $945,852

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.15
Average High-Net-Worth Client Assets: $945,852
Total Client Accounts: 181
Discretionary Accounts: 181

Regulatory Filings

CRD Number: 165067
Last Filing Date: 2024-03-21 00:00:00
Website: https://broadrunllc.com