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BROADWATER CAPITAL MANAGEMENT LLC
15 Court Square, Suite 640
Boston, Massachusetts 02108-2521
Tel: 617-778-0095
About BROADWATER CAPITAL MANAGEMENT LLC
BROADWATER CAPITAL MANAGEMENT LLC, formally registered with the SEC as BROADWATER CAPITAL MANAGEMENT LLC. The firm was established in 08/15/2022. They have over 1 offices throughout the country.
BROADWATER CAPITAL MANAGEMENT LLC is a Boston, Massachusetts based Financial Planning firm with nearly $151,585,557 assets under management, offering retirement planning & investment advisory services to 102 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125509 |
| SEC# | 801-126394 |
| Assets Managed by Firm | $151,585,557 |
| No. of Clients | 102 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 102 | $151,585,557 |
| Individuals (other than high net worth individuals) | 23 | $10,851,770 |
| High net worth individuals | 21 | $123,387,737 |
| Charitable organizations | 1 | $13,976,795 |
| Corporations or other businesses | 1 | $3,369,255 |
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