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BROADVIEW FINANCIAL MANAGEMENT, LLC
10401 W Innovation Dr
Suite 100
Wauwatosa, Wisconsin 53226
Tel: 414-390-1492
About BROADVIEW FINANCIAL MANAGEMENT, LLC
BROADVIEW FINANCIAL MANAGEMENT, LLC, formally registered with the SEC as BROADVIEW FINANCIAL MANAGEMENT, LLC. The firm was established in 02/13/2013. They have over 1 offices throughout the country.
BROADVIEW FINANCIAL MANAGEMENT, LLC is a Wauwatosa, Wisconsin based Financial Planning firm with nearly $548,972,855 assets under management, offering retirement planning & investment advisory services to 1284 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143550 |
| SEC# | 801-77625 |
| Assets Managed by Firm | $548,972,855 |
| No. of Clients | 1284 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1284 | $548,972,855 |
| Individuals (other than high net worth individuals) | 85 | $59,097,602 |
| High net worth individuals | 172 | $486,290,321 |
| Charitable organizations | Fewer than 5 clients | $3,584,932 |
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