Overview
Assets Under Management: $836 million
Headquarters: ARLINGTON, VA
High-Net-Worth Clients: 129
Average Client Assets: $945,852
Frequently Asked Questions
BROAD RUN INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165067), BROAD RUN INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BROAD RUN INVESTMENT MANAGEMENT, LLC is headquartered in ARLINGTON, VA.
BROAD RUN INVESTMENT MANAGEMENT, LLC serves 129 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, BROAD RUN INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
BROAD RUN INVESTMENT MANAGEMENT, LLC manages $836 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, BROAD RUN INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
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