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BROADWAY WEALTH SOLUTIONS
1177 N.E. Loop 410
5th Floor
San Antonio, Texas 78209
Tel: (210) 283-6600
About BROADWAY WEALTH SOLUTIONS
BROADWAY WEALTH SOLUTIONS, formally registered with the SEC as BROADWAY WEALTH SOLUTIONS. The firm was established in 05/05/2022. They have over 28 offices throughout the country.
BROADWAY WEALTH SOLUTIONS is a San Antonio, Texas based Financial Planning firm with nearly $250,774,350 assets under management, offering retirement planning & investment advisory services to 1103 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291753 |
| SEC# | 801-124953 |
| Assets Managed by Firm | $250,774,350 |
| No. of Clients | 1103 |
| No. of Advisors | 12 |
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 | 1103 | $250,774,350 |
| Individuals (other than high net worth individuals) | 546 | $103,267,433 |
| High net worth individuals | 115 | $133,560,583 |
| Pension and profit sharing plans | 1 | $135,398 |
| Charitable organizations | 5 | $3,664,246 |
| Corporations or other businesses | 23 | $10,146,690 |
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