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Building 2BROADWAY FINANCIAL MANAGEMENT LLC

Map pin
Phone516-625-7023
NotebookSEC #801-96282
Total AUM
$19.3M
Employees
1
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
516-625-7023

ReceiptFinancials

Total AUM
$19.3M
Accounts
19
Discretionary
$19.3M
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$5.6M
HNW Individual Clients
7
AUM
$13.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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