Broadleaf Partners, LLC
Broadleaf Partners, LLC (CRD# 137433) is a financial advisory firm headquartered in Hudson, OH. They manage $410,621,154 in 494 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management411MILLION
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Total Number of Accounts494ACCOUNTS
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Average Account Value$831,217
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, OH, PA, TX
William Hoover (CRD# 2344693) is an Investment Advisor Representative working at Broadleaf Partners, LLC in Hudson, OH and has over 30 years of experience in the finance industry.
Douglas Mackay (CRD# 2154838) is an Investment Advisor Representative working at Broadleaf Partners, LLC in Peninsula, OH and has over 32 years of experience in the finance industry.
Jared Hoffman (CRD# 6953475) is an Investment Advisor Representative working at Broadleaf Partners, LLC in Hudson, OH and has 1 year of experience in the finance industry.