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Building 2BROADOAK ASSET MANAGEMENT, LLC

Map pinBETHESDA, MD
Phone301-358-2692
NotebookSEC #801-121842
Total AUM
$519M
Employees
10
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4800 MONTGOMERY LANE
SUITE 230
BETHESDA
MD 20814
United States
Operating Hours
9-5
Monday - Friday
Phone
301-358-2692
Other Offices
1

ReceiptFinancials

Total AUM
$519M
Accounts
9
Discretionary
$519M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
9
AUM
$519M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MD

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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