BROADLAKE FINANCIAL MANAGEMENT

99 Swift Street
Suite 305
South Burlington, Vermont 05403-7360
Tel: 802-863-4463

About BROADLAKE FINANCIAL MANAGEMENT

BROADLAKE FINANCIAL MANAGEMENT, formally registered with the SEC as BROADLAKE FINANCIAL MANAGEMENT. The firm was established in 07/06/1989. They have over 1 offices throughout the country.

BROADLAKE FINANCIAL MANAGEMENT is a South Burlington, Vermont based Financial Planning firm with nearly $322,510,452 assets under management, offering retirement planning & investment advisory services to 1178 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105057
SEC#	801-34761
Assets Managed by Firm	$322,510,452
No. of Clients	1178
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1178	$322,510,452
Individuals (other than high net worth individuals)	391	$96,923,846
High net worth individuals	78	$209,000,380
Pension and profit sharing plans	2	$5,284,722
Charitable organizations	12	$11,301,504

More Retirement Planning firms in South Burlington, Vermont:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
ESI FINANCIAL ADVISORS One National Life Drive Montpelier, VT, 05604	$2,124,751,345	11558	450
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23

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