Overview
Assets Under Management: $266 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 129
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.61
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,171
Discretionary Accounts: 1,101
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 291753
Filing ID: 1994997
Last Filing Date: 2025-07-25 16:16:00
Website: https://broadway.bank