Overview
Assets Under Management: $411 million
Headquarters: HUDSON, OH
High-Net-Worth Clients: 85
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.67
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 494
Discretionary Accounts: 485
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 137433
Last Filing Date: 2024-10-08 00:00:00
Website: https://broadleafpartners.com