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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