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BROAD RUN INVESTMENT MANAGEMENT, LLC

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

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#165067
SEC#801-77021
Assets Managed by Firm$914,852,094
No. of Clients190
No. of Advisors8

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total190$914,852,094
Individuals (other than high net worth individuals)25$6,296,924
High net worth individuals141$121,399,523
Pension and profit sharing plansFewer than 5 clients$422,982
Charitable organizations20$126,328,428
Corporations or other businessesFewer than 5 clients$146,515

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