BROAD RUN INVESTMENT MANAGEMENT, LLC

1530 Wilson Blvd
Suite 530
Arlington, Virginia 22209
Tel: 703-260-1260

About BROAD RUN INVESTMENT MANAGEMENT, LLC

BROAD RUN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as BROAD RUN INVESTMENT MANAGEMENT, LLC. The firm was established in 08/15/2012. They have over 1 offices throughout the country.

BROAD RUN INVESTMENT MANAGEMENT, LLC is a Arlington, Virginia based Financial Planning firm with nearly $835,725,235 assets under management, offering retirement planning & investment advisory services to 181 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165067
SEC#	801-77021
Assets Managed by Firm	$835,725,235
No. of Clients	181
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	181	$835,725,235
Individuals (other than high net worth individuals)	25	$7,425,422
High net worth individuals	136	$113,520,430
Pension and profit sharing plans	Fewer than 5 clients	$382,906
Charitable organizations	16	$80,445,884
Corporations or other businesses	Fewer than 5 clients	$180,396

More Retirement Planning firms in Arlington, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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