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Building 2BROADVIEW ADVISORS, LLC

Map pinMILWAUKEE, WI
Phone(414) 918-3900
NotebookSEC #801-60114
Total AUM
$402M
Employees
9
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 EAST KILBOURN AVENUE
SUITE 1475
MILWAUKEE
WI 53202
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
(414) 918-3900

ReceiptFinancials

Total AUM
$402M
Accounts
16
Discretionary
$402M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$5.2M
Investment Company Clients
1
AUM
$285.5M
Pooled Vehicle Clients
1
AUM
$43.6M
Pension/Profit Sharing Plan Clients
5
AUM
$31.6M
Charitable Organization Clients
6
AUM
$23.5M
Government Entity Clients
2
AUM
$12.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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

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