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Building 2BROAD REACH CAPITAL LLC

Map pinRALEIGH, NC
Phone919-309-9325
NotebookSEC #801-130959
Total AUM
$180.5M
Employees
4
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 HAYNES ST
SUITE 213
RALEIGH
NC 27604
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
919-309-9325
Other Offices
1

ReceiptFinancials

Total AUM
$180.5M
Accounts
25
Discretionary
$180.5M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$586K
HNW Individual Clients
6
AUM
$2.2M
Insurance Company Clients
9
AUM
$172.1M
Corporation or Business Clients
4
AUM
$5.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAMANC

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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