1530 Wilson Blvd
Suite 530
Arlington, Virginia 22209
Tel: 703-260-1260
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 2 offices throughout the country.
BROAD RUN INVESTMENT MANAGEMENT, LLC is a Arlington, Virginia based Financial Planning firm with nearly $914,852,094 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 165067 |
SEC# | 801-77021 |
Assets Managed by Firm | $914,852,094 |
No. of Clients | 190 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 190 | $914,852,094 |
Individuals (other than high net worth individuals) | 25 | $6,296,924 |
High net worth individuals | 141 | $121,399,523 |
Pension and profit sharing plans | Fewer than 5 clients | $422,982 |
Charitable organizations | 20 | $126,328,428 |
Corporations or other businesses | Fewer than 5 clients | $146,515 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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