BROADLEAF PARTNERS, LLC

9 Aurora Street, Suite #5
Hudson, Ohio 44236
Tel: 330-650-0921

About BROADLEAF PARTNERS, LLC

BROADLEAF PARTNERS, LLC, formally registered with the SEC as BROADLEAF PARTNERS, LLC. The firm was established in 02/25/2010. They have over 1 offices throughout the country.

BROADLEAF PARTNERS, LLC is a Hudson, Ohio based Financial Planning firm with nearly $410,621,154 assets under management, offering retirement planning & investment advisory services to 494 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137433
SEC#	801-71143
Assets Managed by Firm	$410,621,154
No. of Clients	494
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees
Other (ASSETS UNDER SUPERVISION)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	494	$410,621,154
Individuals (other than high net worth individuals)	94	$39,667,599
High net worth individuals	79	$274,264,098
Pension and profit sharing plans	1	$922,976
Charitable organizations	13	$84,579,840
Corporations or other businesses	3	$11,186,641

More Retirement Planning firms in Hudson, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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