BROADOAK ASSET MANAGEMENT, LLC

4800 Montgomery Lane
Suite 230
Bethesda, Maryland 20814
Tel: 301-358-2692

About BROADOAK ASSET MANAGEMENT, LLC

BROADOAK ASSET MANAGEMENT, LLC, formally registered with the SEC as BROADOAK ASSET MANAGEMENT, LLC. The firm was established in 07/23/2021. They have over 2 offices throughout the country.

BROADOAK ASSET MANAGEMENT, LLC is a Bethesda, Maryland based Financial Planning firm with nearly $370,973,419 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148901
SEC#	801-121842
Assets Managed by Firm	$370,973,419
No. of Clients	8
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$370,973,419

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