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Building 2BROADWING CAPITAL ADVISORS, INC.

Map pinLARKSPUR, CA
Phone415-381-7555
NotebookSEC #801-129735
Total AUM
$148M
Employees
2
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 LARKSPUR LANDING CIRCLE
SUITE 221
LARKSPUR
CA 94939
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
415-381-7555

ReceiptFinancials

Total AUM
$148M
Accounts
66
Discretionary
$126.9M
Accounts
62
Non-Discretionary
$21.1M
Accounts
4

ContactClients

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Individual Clients
15
AUM
$4M
HNW Individual Clients
48
AUM
$123M
Pension/Profit Sharing Plan Clients
1
AUM
$21M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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