BROADSTREET GLOBAL ADVISORS, INC.

361 Route 202
Somers, New York 10589
Tel: 914-427-8036

About BROADSTREET GLOBAL ADVISORS, INC.

BROADSTREET GLOBAL ADVISORS, INC, formally registered with the SEC as BROADSTREET GLOBAL ADVISORS, INC. The firm was established in 02/27/2023. They have over 4 offices throughout the country.

BROADSTREET GLOBAL ADVISORS, INC. is a Somers, New York based Financial Planning firm with nearly $102,684,067 assets under management, offering retirement planning & investment advisory services to 357 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324586
SEC#	801-127387
Assets Managed by Firm	$102,684,067
No. of Clients	357
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	357	$102,684,067
Individuals (other than high net worth individuals)	53	$47,487,690
High net worth individuals	199	$55,196,377

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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