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Building 2BROADVIEW WEALTH MANAGEMENT, LLC

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Phone425-326-1120
NotebookSEC #801-131458
Total AUM
$154.9M
Employees
1
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 5:30 PM
Monday - Friday
Phone
425-326-1120

ReceiptFinancials

Total AUM
$154.9M
Accounts
78
Discretionary
$0
Accounts
0
Non-Discretionary
$154.9M
Accounts
78

ContactClients

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Individual Clients
42
AUM
$23.6M
HNW Individual Clients
32
AUM
$113.3M
Corporation or Business Clients
1
AUM
$18M

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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