Broadview Wealth Management, LLC
Broadview Wealth Management, LLC (CRD# 174429) is a financial advisory firm headquartered in Bellevue, WA. They manage $100,348,803 in 70 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Broadview Wealth Management, LLC
By the Numbers
-
Total Assets Under Management100MILLION
-
Total Number of Accounts70ACCOUNTS
-
Average Account Value$1,433,554
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at Broadview Wealth Management, LLC
1
Thomas Bailey (CRD# 6435763) is an Investment Advisor Representative working at Broadview Wealth Management, LLC in Kirkland, WA and has over 9 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.