Aaron GarciaCRD Number: 4525673
Current Firm: Broadview Advisors, LLC
Aaron Garcia (CRD# 4525673) is an Investment Advisor Representative working at Broadview Advisors, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Broadview Advisors, LLC||Milwaukee, WI||Nov 2003 - Current||14|
Total Assets Under Management831MILLIONS
Total Number of Accounts22ACCOUNTS
Average Account Value$37,779,637
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients