Overview
Assets Under Management: $549 million
Headquarters: WAUWATOSA, WI
High-Net-Worth Clients: 190
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 190
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,284
Discretionary Accounts: 1,281
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 143550
Last Filing Date: 2024-03-27 00:00:00
Website: https://broadviewfinancial.com