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Home > Retirement Planners > ohio > hudson > BROADLEAF PARTNERS, LLC
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 |
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