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Building 2BROADVIEW FINANCIAL MANAGEMENT, LLC

Map pinWAUWATOSA, WI
Phone414-390-1492
NotebookSEC #801-77625
Total AUM
$699.2M
Employees
9
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10401 W INNOVATION DR
SUITE 100
WAUWATOSA
WI 53226
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
414-390-1492

ReceiptFinancials

Total AUM
$699.2M
Accounts
1,284
Discretionary
$699.2M
Accounts
1,284
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$36.1M
HNW Individual Clients
209
AUM
$661M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTXWI

HandshakeAffiliates

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

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