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Building 2BROADLEAF PARTNERS, LLC

Map pinHUDSON, OH
Phone330-650-0921
NotebookSEC #801-71143
Total AUM
$551.3M
Employees
7
Clients
244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 AURORA STREET, SUITE #5
HUDSON
OH 44236
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
330-650-0921

ReceiptFinancials

Total AUM
$551.3M
Accounts
582
Discretionary
$550M
Accounts
567
Non-Discretionary
$1.3M
Accounts
15

ContactClients

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Individual Clients
133
AUM
$48.2M
HNW Individual Clients
94
AUM
$388.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Charitable Organization Clients
13
AUM
$95.4M
Corporation or Business Clients
3
AUM
$17.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ASSETS UNDER SUPERVISION

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYOHPATX

HandshakeAffiliates

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

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