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Building 2BROADCREST ASSET MANAGEMENT, LLC

Map pinWINTER PARK, FL
Phone407-754-0026
NotebookSEC #801-121865
Total AUM
$415.5M
Employees
10
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
558 W. NEW ENGLAND AVENUE
SUITE 250
WINTER PARK
FL 32789
United States
Operating Hours
8 AM - 6 PM
Monday - Friday
Phone
407-754-0026

ReceiptFinancials

Total AUM
$415.5M
Accounts
5
Discretionary
$415.5M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$415.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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