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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 |
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