Overview
Assets Under Management: $128 million
Headquarters: WEST POINT, PA
High-Net-Worth Clients: 29
Average Client Assets: $4.1 million
Frequently Asked Questions
BROADHURST FINANCIAL ADVISORS, INC. 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 #132332), BROADHURST FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
BROADHURST FINANCIAL ADVISORS, INC. is headquartered in WEST POINT, PA.
BROADHURST FINANCIAL ADVISORS, INC. serves 29 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, BROADHURST FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BROADHURST FINANCIAL ADVISORS, INC. manages $128 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, BROADHURST FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.04%
Average Client Assets: $4.1 million
Total Client Accounts: 259
Discretionary Accounts: 259
Regulatory Filings
CRD Number: 132332
Filing ID: 2044158
Last Filing Date: 2026-03-10 14:59:48