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Building 2BROADLAKE FINANCIAL MANAGEMENT

Map pinSOUTH BURLINGTON, VT
Phone802-863-4463
NotebookSEC #801-34761
Total AUM
$409.6M
Employees
5
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 SWIFT STREET
SUITE 305
SOUTH BURLINGTON
VT 05403-7360
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
802-863-4463

ReceiptFinancials

Total AUM
$409.6M
Accounts
1,166
Discretionary
$409.6M
Accounts
1,166
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
356
AUM
$101.2M
HNW Individual Clients
95
AUM
$290.5M
Pension/Profit Sharing Plan Clients
2
AUM
$5.3M
Charitable Organization Clients
10
AUM
$12.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLMAMENCNHNYSCTXVAVT

HandshakeAffiliates

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

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