300 Atlantic Street
Suite 310
Stamford, Connecticut 06901
Tel: 646-278-9689
BROADVIEW REAL ESTATE PARTNERS, LLC, formally registered with the SEC as BROADVIEW REAL ESTATE PARTNERS, LLC. The firm was established in 08/13/2018. They have over 1 offices throughout the country.
BROADVIEW REAL ESTATE PARTNERS, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $440,935,813 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 9 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297775 |
| SEC# | 801-113817 |
| Assets Managed by Firm | $440,935,813 |
| No. of Clients | 7 |
| No. of Advisors | 9 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $440,935,813 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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