Overview
Assets Under Management: $411 million
Headquarters: HUDSON, OH
High-Net-Worth Clients: 85
Average Client Assets: $4 million
Frequently Asked Questions
BROADLEAF PARTNERS, 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 #137433), BROADLEAF PARTNERS, LLC is subject to fiduciary duty under federal law.
BROADLEAF PARTNERS, LLC is headquartered in HUDSON, OH.
BROADLEAF PARTNERS, LLC serves 85 high-net-worth clients according to their SEC filing dated October 08, 2024. View client details ↓
According to their SEC Form ADV, BROADLEAF PARTNERS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BROADLEAF PARTNERS, LLC manages $411 million in client assets according to their SEC filing dated October 08, 2024.
According to their SEC Form ADV, BROADLEAF PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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