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Home > Retirement Planners > new york > somers > BROADSTREET GLOBAL ADVISORS, INC.
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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